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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