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Trust Services

Course Description

How do trust services benefit customers/members at your financial institution? Learn about concepts related to trust services and the different types of trusts that exist. Also, find out how to recognize an opportunity to offer trust services to a customer/member at your financial institution.
60 Minutes
Series: Retail Banking for Banks, Retail Banking for Credit Unions
Roles: Retail
Accreditation: CCTS, CISP, CSOP, CTFA
Course Format: Online Self-Paced
Package: Breakthrough, Expansion

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