Account Acceptance and Termination
ABA SELF-PACED ONLINE TRAINING
There is a risk in opening new fiduciary accounts. From review for acceptance (evaluating assets, key language and prior trustee activity) to review for termination, including procedures and best practices, this class will show you how to protect your institution while acting in a fiduciary capacity.
- Describe the account acceptance process
- Describe account termination considerations
Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
1.0 CSOP, CTFA
Wealth Management and Trust Online Training
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679