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TRUTH IN SAVINGS ACT (REG. DD)
Course Description
The
Truth in Savings Act provides consistency in the way rates and
disclosures are provided to clients. Participants in this course will
learn how rate information must be shared with clients, including verbal
rate quotes and marketing efforts. Participants will also learn what
disclosures are required and when those disclosures must be given to
clients opening deposit account products.
Audience
Bank
personnel who are responsible for opening new accounts and quoting rates
to clients
Learning Objectives
After completing this course, students will be able to:
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Identify clients and accounts subject
to disclosure requirements
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Share rates as required by the Truth
in Savings Act
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Provide the appropriate disclosure
information within the timeframes outlined in the Truth in Savings
Act
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Explain disclosure terminology
Credit
ICB: 1.0
Delivery Methods
This course is available in the following formats:
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