Course Length: 5 weeks
Course Description:Introduction to Trust Products and Services is a foundational, skill building course for trust professionals. It will help new trust professionals understand the fundamentals of the business, how a trust works, the types of assets commonly held in a trust and the basics of estate planning. The course describes the personal trust document and the process by which trust officers establish a trust for their clients.
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.
Learning Objectives:After successfully completing this program, you will be able to:
Price: $300 - MBA Members $375 - Non-members
Students must register 1 week prior to the start of the course.