Introduction to Trust Products & Services
5-WEEK INSTRUCTOR-FACILITATED ONLINE COURSE
Introduction to Trust Products and Services is one of two courses designed to provide basic skills and knowledge for understanding subject matter important to a trust professional.
This course is
the recommended prerequisite for
Basic Administrative Duties of a Trustee.
Learning Objectives:
- Types of assets how they are owned
- Principles of estate planning and estate taxation
- Personal agencies
- Guardianships and advance directives
Easy Registration: Call
212-297-1679 or
212-297-1666 to enroll by phone.
Audience: This course is designed for 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 the clients’ business needs.
ABA Certifications: 12 CTFA, CSOP
The New York Bankers Association is a Local ABA Training Provider.
Questions: NYBA Professional Development at
(212) 297-1679 or
[email protected].