Introduction to Trust Products and Services

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

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

Explore types of assets and how they are owned. Understand the principles of estate planning, estate taxation, guardianships and advance directives​​​​.

Certification / Credits

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​​​​
  • Course Credits

    ABA Professional Certifications: 12 CSOP, CTFA

    About supplier

    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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