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

Length

Approximately 40 minutes