ABA Basic Administrative Duties of a Trustee 4/20/20

Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.​ (5 weeks)

Recommended Prerequisite: Introduction to Trust Products and Services​

Learning Objectives

This course develops knowledge pertaining to:

  • Wills and the probate process
  • The groundwork of personal trusts
  • The personal trust document
  • Basic trust administration

Audience

Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients’ business needs.

Course Credits

ABA Professional Certifications: 12 CSOP, CTFA

Register Now

Course / Seminar Type: Instructor-Led Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code:
Course / Seminar Start Date: 04/20/2020
Course / Seminar Price: $300
Course / Seminar Location: