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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 (no changes)
Re-versioned: July 2016

What You'll Learn

After successfully completing this course, you 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


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

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

​Questions? Please contact for more information.




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


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