Introduction to Trust Products and Services

Course Number: ABA

Course Code: ABA

Introduction to Trust Products and Services is one of two courses designed to provide basic skills and knowledge for understanding subject matter important to a trust professional.

This course is the recommended prerequisite for Basic Administrative Duties of a Trustee.

Learning Objectives
This course develops knowledge pertaining to:

-Types of assets how they are owned
-Principles of estate planning and estate taxation
-Personal agencies
-Guardianships and advance directives

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.

Prerequisites: None

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Member Price: $300.00
Non-Member Price: $375.00
Textbook Charge: $0.00

Credits: 3

Length: 5 Weeks

ABA Training