Building Trust Expertise: Trust Administration
Price: $ 159.00 (USD)
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Course Description
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."
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Course Outline
Trust Administration , Personal Trusts, Account Acceptance and Termination, Discretionary distributions , Course conclusion"
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More Information
| Language | English |
| Course Length | 5.70 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | An understanding of basic finance or banking principles may be helpful before starting this course. |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
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