Building Trust Expertise: Trust Administration
Building Trust Expertise: Trust Administration provides an overview of trust administration for personal trusts, and teaches students to use common trust terminology appropriately. Students will learn trust basics, including terminology and concepts, and gain an understanding of why clients benefit from trusts, as well as common types of personal trusts. The course also covers account acceptance and termination, and discretionary distributions.
| Price | $450 Nonmembers / $335 Members |
| Course Credits | AIB: 0 ; ICB: 7.0 (CTFA) ; CFP: 3.0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives
After completing this course, students will be able to:
- Explain how property ownership impacts trusts
- Explain basic trust concepts and terminology
- Discuss personal trusts
- Describe account acceptance and termination procedures
- Explain the considerations for discretionary distributions
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.