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 email@example.com.