Account Acceptance and Termination

Course Number: ABA

Course Code: ABA

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.

Updated: February 2019
What You’ll Learn
After completing this course, students will be able to:
-Describe the account acceptance process
-Describe account termination considerations

Audience: 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.

Prerequisites: None

Register Now

Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CSOP, CTFA(FID)

Length: 55 minutes

ABA Training