Account Acceptance and Termination

There is a risk in opening new fiduciary accounts. From review for acceptance (evaluating assets, key language and prior trustee activity) to review for termination, including procedures and best practices, this class will show you how to protect your institution while acting in a fiduciary capacity.

Learning Objectives

After completing this course, students will be able to:

  • Describe the account acceptance process
  • Describe account termination considerations

Audience

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

ICB Certifications: 1.0 CSOP, CTFA

ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate​.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code: ABA
Course / Seminar Start Date:
Course / Seminar Price: $175
Course / Seminar Location: