Course Category

Introduction to Trusts - Online

Trusts provide peace of mind, security, and privacy to one's financial affairs and provide continuing benefits to heirs and family members for future years. A trust is a planning vehicle that protects and preserves assets. Financial planners and advisors, relationship managers, brokers, bankers, and financial salespeople should have knowledge and familiarity with trusts principles so they can spot potential trust issues and serve their clients' needs. Today's banking professional is not only concerned with generating assets-they are concerned with preserving their clients' wealth for the future, and protection from unnecessary taxation.

This course replicates the content from lesson 1 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

• Recognize what a trust is and why it is created
• Define and contrast types of fiduciary relationships
• Identify descriptions of interested parties of a trust
• Identify types of trustees, what they do, and how they are compensated
• Recognize types of trust documents and their use
• Identify what affects the term of the trust