Account Acceptance and Termination

Course Number: ABA

Course Code: ABA

Explores the importance of risk management in the account acceptance process. Identifies account acceptance considerations for fiduciary professionals. Describes the steps in the account acceptance process, and fiduciary responsibilities. Explains common reasons for account termination and termination procedures and best practices.

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: N/A

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 1.00 CSOP, CTFA


ABA Training