Quick Links

Account Acceptance and Termination

Account Acceptance and Termination

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members / $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Account Acceptance and Termination analyzes the relationship between risk management and trust account acceptance. This course describes what to look for in trust documents and a prior fiduciary administration review. This course also explains how to identify the information that is needed for a final client evaluation. This course shows how to identify common reasons for trust account termination, and describes account termination procedures and leading practices.
Objectives:
  • Describe the account acceptance process
  • Describe account termination considerations
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008