ABA Facilitated: Introduction to Trust Products & Services
5 weeks

Virtual Walt Lyons

Member | Non-Member

Introduction to Trust Products and Services is one of two courses designed to provide basic skills and knowledge for understanding subject matter important to a trust professional.

This course is the recommended prerequisite for Basic Administrative Duties of a Trustee.

Learning Objectives

This course develops knowledge pertaining to:

  • Types of assets how they are owned
  • Principles of estate planning and estate taxation
  • Personal agencies
  • Guardianships and advance directives

Audience

Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients’ business needs.

Course Credits

  • ABA Professional Certifications: 12 CSOPCTFA