New York Bankers Association

Introduction to Trust Products & Services

5-week instructor-facilitated online course

Introduction to Trust Products and Services is one of two courses designed to provide basic skills and knowledge for understanding subject matter important to a trust professional.

This course is the recommended prerequisite for Basic Administrative Duties of a Trustee.

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

Price $300 NYBA or ABA Members/$375 Non-Members

Audience:  Those 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 their clients’ business needs.

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

  • Types of assets how they are owned
  • Principles of estate planning and estate taxation
  • Personal agencies
  • Guardianships and advance directives​​​​

ABA Professional Certifications: 12 CTFA, CSOP

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.