Introduction to Trust Administration

Course Number: ABA

Course Code: ABA

Explains the four key elements of trust administration. Explains the bank policy areas that guide trust administration: pre-acceptance, account acceptance, administration, and account termination. Explains trustee responsibilities in fulfilling the trust purpose in alignment with the trust document. Reviews fiduciary asset management responsibilities. Describes fiduciary requirements for the three primary regulatory account reviews.

What You’ll Learn

After completing this course, students will be able to:

  • Describe bank policy areas that guide trust administration
  • Explain trustee responsibilities in fulfilling the trust purpose in alignment with the trust document
  • Describe fiduciary asset management responsibilities
  • Describe fiduciary requirements for regulatory account reviews

Audience: Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.

Prerequisites: N/A

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

Credits: 0.75 CCTS, CSOP, CTFA

Length: Approximately 35 minutes

ABA Training