Basic Administrative Duties & Trustee

Course Number: ABA

Course Code: ABA

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.

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.

Prerequisites: n/a

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

Credits: 12.0 CTFA, 12.0 CSOP

Length: 5 weeks

ABA Training