Account Acceptance and Termination

Course Number: ABA

Course Code: ABA

There is a risk in opening new fiduciary accounts. From review for acceptance (evaluating assets, key language and prior trustee activity) to review for termination, including procedures and best practices, this class will show you how to protect your institution while acting in a fiduciary capacity.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the account acceptance process
  • Describe account termination considerations

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CSOP, CTFA


ABA Training