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|
|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 firstname.lastname@example.org.