$95.00
This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.
| Topic | Consumer Banking Training, Wealth Management Training |
|---|---|
| Length | 40 minutes |
| Member Price | 95 |
| Non-Member Price | 130 |
| Location | Online Self-Paced |
| Course Code | ABA |
| Vendor | ABA |
| Sub Topics | Retail Banking, Trust & Investments, Wealth Management |
| Book Handling Fee | 0 |
