ABA- Basic Administrative Duties of a Trustee 4/16/18

Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.​

Learning Objectives

This course develops knowledge pertaining to:

  • Wills and the probate process
  • The groundwork of personal trusts
  • The personal trust document
  • Basic trust administration

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.

Recommended Prerequisite: Introduction to Trust Products and Services​

Course Credits

ICB Certifications: 12 CTFA, CSOP​​​

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Course / Seminar Type: Instructor-Led Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code:
Course / Seminar Start Date: 04/18/2018
Course / Seminar Price: $300
Course / Seminar Location:

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