Account Acceptance and Termination

$135.00

SKU: 10074 Category: Tag:

Description

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
  • Additional information

    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.

    Credits

    1.00 CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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