Webinar

ABA Online Training: Introduction to Trust Products and Services

$300 Monday, February 24, 2020 8:00 AM Register

This 5 week online course 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.

Learning Objectives:
This course develops knowledge pertaining to:

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

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. Learn more about ABA facilitated online courses here.

Registration:
The registration fee for WBA Members for this facilitated online course is $300/attendee.

Click Register to register online in the ABA LMS site, with credit card payment required. To be invoiced by WBA, download and complete the WBA/ABA Facilitated Online Course order form.

Course Credits:
ABA Professional Certifications: 12 CSOP, 12 CTFA


$300 Monday, February 24, 2020 8:00 AM Register