Truth in Savings Act (Reg DD) for Personal Bankers

This course focuses on the Reg DD responsibilities of Personal Bankers. It provides information concerning the Truth and Savings Act to help depositors better understand and compare account terms and conditions. It lists and explains deposit accounts available to or held by clients that are covered by Reg DD. This course also helps Personal Bankers identify specific in-bank and phone inquiries about accounts that triggers the requirement to provide Truth in Savings disclosures.

Price $50 Nonmembers / $35 Members
Course Credits AIB: 0 ; ICB: 0
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Personal Bankers who interact with clients on a daily basis where Reg DD disclosure issues may come up.

Learning Objectives

After completing this course, students will be able to:

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.

Registration Form