Referring Trust Customers
Referring Trust Customers teaches students how to identify and refer potential trust clients. The course explores the basic elements of a trust and the five primary reasons why clients want or need a trust. Students will learn trust terminology, common trust products and how they apply to a typical client, and the skills and techniques that support a client-benefit-focused referral approach.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; ICB: 0 |
| Prerequisites | Students should have a basic knowledge of their bank's or financial institution's products and services |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel who manage client relationships and/or who are in a position to identify referral opportunities to trust specialists.
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 H.E.L.P. tool
- Identify trust accounts that map to clients' needs
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.