Referring Trust Clients

Course Number: RTC1

Course Code: n/a

This course examines the elements of a trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.

Learning Objectives
After completing this course, students will be able to:
– Describe the five basic elements of a trust
– Identify the five key reasons clients need or want a trust
– Refer clients to the trust department using the Effective – Referral Model
– Identify trust accounts that map to clients’ needs

Audience: Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists

Prerequisites: Effective Client Referrals

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits:

Length: 40 minutes

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