Introduction to Trust Administration

$135.00

SKU: 10233 Category: Tag:

Description

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
  • Additional information

    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.

    Length

    Approximately 35 minutes

    Credits

    0.75 CCTS, 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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