Referring Trust Clients


This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.

Audience: Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists.

Learning Objectives:

  • Describe the five basic elements of a trust
  • Identify the 5 key reasons clients need or want a trust
  • Refer clients to the trust department using the Effective Referral Model
  • Identify trust accounts that map to clients’ needs

Note: The Effective Referrals Suite must be taken at least once before taking this course.

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

NYBA Professional Development at (212) 297-1679 or
Enroll Online
Member $95
Non-Member $130

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To license this course for multiple learners, contact NYBA Professional Development.