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AIB - TRUST
BASICS
Course Description: This
course provides you with an overview of the trust department in a
commercial bank, including how it fits into the bank's overall operations,
the services it provides, and generally how those services are
delivered. Particular emphasis is placed on the importance of
accumulating, preserving, and disposing of an estate.
Audience: This course is designed for non-trust bank
personnel and those who have recently come into the trust department in
support positions, entry-level personnel, employee benefits, and corporate
trust officers.
Learning Objectives: After successfully completing this program,
participants will be able to:
·
Explain the
role of the trust department in a bank
·
Describe the
trust services that corporate and consumer customers receive
·
Identify
assets and ownership related to trust services
·
Explain the
Prudent Investor Rule and how it relates to investment risk, policy, and
responsibility
·
Define what a
personal trust is, reasons for having one, and the characteristics of a
good trustee
Topics: The topics to be covered are as follows:
·
Types of
Assets and How They are Owned
·
Investment
Vehicles
·
Agencies
·
Investment
Risk and the Prudent Investor
·
Wills and the
Probate Process
·
Guardianships
and Advance Directives
·
Personal
Trusts: The Groundwork
·
The Personal
trust Document
·
Land Trust
·
Employee
Benefit Trust and Agency Services
·
Corporate
Trust and Agency Services
·
Selling,
Marketing and Competing
Textbook: Newly revised - Trust
Basics: An Introduction to the Products and Services of the Trust Industry, 2nd edition, 2006, ABA.
Credits: AIB: 3.0
Delivery Methods: This course is available in the following formats:
·
AIB Online Instructor-led course
Length: 16 weeks; Price: $405 members; $505
non-members
Course Start Dates
Enroll
Online ; Print Registration Form
·
AIB Self-Study
$295 members; $375 non-members (text must be purchased separately)
·
Resources
for in-bank training
For further information,
call NYBA Education at (212) 297-1679.
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