Referring Trust Clients

$95.00

  • Total

SKU: 10290 Category: Tag:

Description

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

Additional information

Credits

n/a

Member Price

95.00

Non-Member Price

130.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

0
    0
    Your Cart
    Your cart is emptyReturn to Shop