Referring Trust Clients

Course Number: ABA

Course Code: ABA

This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model. 

What You’ll Learn

After successfully completing this course, you will be able to:

  • Describe the five basic elements of a trust
  • Identify the five key reasons clients need or want a trust
  • Refer clients to the trust department using the Effective Referral Model
  • Identify trust accounts that map to clients’ needs

Audience: Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists.Note: The Effective Referrals Suite must be taken at least once before taking this course.

Prerequisites: None

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: n/a


ABA Training