New York Bankers Association

Basic Administrative Duties of a Trustee

5-week instructor-led online course

Course Description:  Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.

ABA Online Overview | Course Start Dates | Enroll Online: Member  Non-Member | Print Registration Form

Price $300 NYBA or ABA Members/$375 Non-Members
Length 5 Weeks
Course Credits ICB: 12 CTFA (FID)
Required Software Technical Requirements

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.

Learning Objectives:  After successfully completing this program, participants will be able to:

  • Wills and the probate process
  • The groundwork of personal trusts
  • The personal trust document
  • Basic trust administration

Recommended companion course: Introduction to Trust Products and Services

Further Your Knowledge: Trust & Wealth Management eLearning Curricula

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or elegg@nyba.com.