Introduction to Trust Products and Services

American Bankers Association
Training overview
5 weeks
300 USD + tax
Next start date: Available On-Demand - Online
ABA Events and Training

Course description

Introduction to Trust Products and Services

Introduction to Trust Products and Services provides basic skills and knowledge for trust professionals and explores the key principles of estate planning and estate taxation.

Who should attend?

For bank personnel who have recently joined the trust department, and non-trust personnel within the bank who work with trust officers and trust clients.

Training Content

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​​​​

Certification / Credits

Course Credits

ABA Professional Certifications: 12 CSOP, CTFA

Why choose ABA?

140 years in the banking industry

Wide range of training options for various bank job roles

Certificate and professional certification courses available

About ABA

American Bankers Association

American Bankers Association

The American Bankers Association is the united voice of America's banks—small, regional and large—that together employ more than 2 million women and men, hold nearly $17 trillion in assets, safeguard $13 trillion in deposits and extend more than $10 trillion...

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