Sep 28, 2020
In this five-week course, the student learns that a fiduciary has a duty to hold the assets of an estate or trust, to administer the assets solely in the interest of the beneficiaries, and to carry out the terms of the trust. Many of the specific categories of duties that fall under these broad classifications will be discussed in this course including basic trust administration, agency relationships, guardianships, and wills and the probate process.
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.
After successfully completing this program, you will be able to:
Textbook: All reading materials are provided online
Prerequisites: Introduction to Trust Products and Services is a suggested prerequisite to this course.
Required Software: Adobe Acrobat Reader
Course Credit: ABA Professional Certifications: 12 CTFA, CSOP
Member Price: $300
Nonmember Price: $375
ABA Online course
Questions? Contact Susan Clark at the IBA at 317/387-9380.
There is a full refund for any cancellations or transfers made before the start of the class and upon the return of the textbook to ABA. Refunds will be made (less $100 cancellation fee) if received within 10 business days from the start of course and the return of the textbook if applicable. Please include your packing slip or order number with the return of your textbook. You may request a transfer only once with a fee of $100. There are no refunds for cancellations received more than 10 business days after the start of the class.