Referring Trust Clients


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.

Reviewed: July 2015

(Reviewed for updates, but no changes were made.)​ 

Re-versioned: July 2016

Learning Objectives

After completing this course, students 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

Audience

Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists.

Note: The Effective Client Referrals course must be taken at least once before taking this course.












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Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.

 

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