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Introduction to Trust Products and Services

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 CSOP, CTFA


For group registrations or more information, please contact training@aba.com.

 

 Registration & Pricing

 

Facilitated Course
ABA Member  • $300
Nonmember • $375
Bill Me Option

 

 Upcoming Dates

 
  • February 25, 2019
 

 Course Advantages

 
  • Collaborative​ communities
  • Convenience and flexibility
  • ​Expert instructors
  • Interactive discussions
  • Real-world assignments