Program Description:
This AIB course provides you with an overview of the
trust department in a commercial bank, including
how it fits into the bank’s overall operations, the
services it provides, and generally how those services
are delivered. Particular emphasis is placed on the
importance of accumulating, preserving, and
disposing of an estate.
After successfully completing this course, the student will be able to:
- Explain the role of the trust department in a bank
- Describe the trust services that corporate and consumer customers receive
- Identify assets and ownership related to
trust services
- Explain the Prudent Investor Rule and how it
relates to investment risk, policy, and responsibility
- Define what a personal trust is, reasons for having
one, and the characteristics of a good trustee
Who Should Attend:
Non-trust bank personnel and those who have recently
come into the trust department in support positions,
entry-level personnel, employee benefits, and
corporate trust officers.
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