Course

Course Summary
Credit Type:
Course
ACE ID:
CFTA-0016
Location:
Classroom-based
Dates Offered:
Credit Recommendation & Competencies
Description

Objective:

To enable the student to understand the function and services offered by institutions engaged in the trust business.

Learning Outcomes:

  • Explain the role of the trust department in a bank
  • Identify assets and owership related to trust services
  • Describe the services corporate and consumer customers receive
Instruction & Assessment

Instructional Strategies:

  • Discussion
  • Lectures
Supplemental Materials