Basic Characteristics of a Trust

Course Number: BCT1

Course Code: BAN 8285

Describes the steps that a client takes to create a trust and the value and protective nature of a trust. Explains the basic categories that trusts fall into, and details the different attributes that trusts have to answer client questions and match the needs of clients to a particular type of trust.

Learning Obj​​​​ectives
After completing this course, students will be able to:
– Explain the main features and benefits of trusts to clients
– Describe the trust creation process
– Describe the different types of trusts

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: n/a

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

Credits: ICB: 1.0 CSOP, CTFA (FID)

Length: 55 minutes

ABA Training