Deposit Accounts and Services

$655.00

SKU: 10566-1-1-1-1 Category:

Description

The Deposit Accounts and Services;course provides the tools you need to effectively open deposit accounts and help potential customers make the best account choices. It will increase your understanding of the different types of account ownership.; At the conclusion of the program participants will be able to:; understand deposit investment counseling; state the account owners rights and responsibilities; examine new account precautions; compare savings, checking, money market accounts and certificates of deposit; define individual, joint, corporate, partnership and trust account ownership; understand contributions and distributions of Traditional, Roth, Education, SEP and SIMPLE IRAs; and accurately administer decedent accounts when an owner dies testate or intestate.

Textbook chapter topics include:

  • The Role of the Account Representative
  • Opening Deposit Accounts
  • Types of Deposit Accounts
  • Single Owner Accounts
  • Joint Tenancy
  • Other Multiple Owner Accounts
  • Fiduciary Accounts
  • Retirement Plans
  • Decedent Accounts

Additional information

Audience

Financial counselors, personal bankers, supervisors, managers, tellers and customer service representatives.

Start Date

10/03/22

End Date

12/19/22

Length

12 Weeks

Credits

2

Member Price

655.00

Non-Member Price

755.00

Course Number

CFT

Location

Online Instructor-Led

Vendor

CFT

Course Code

BAN 008

Prerequisites

None

Day

Online

Text Book Charge

27.00

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