Trust Services 
This course provides an overview of trust and trust-related services for financial institution customer-contact personnel.
1 Hour(s)
Understand basic trust concepts, such as revocable vs. irrevocable, trustee, and fiduciary vs. nonfiduciary.
Be familiar with the basic types of trusts and trust-related services, and how they may benefit your customers.
Recognize trust-services opportunities in your daily customer interactions, and make appropriate customer referrals to the proper trust-services professional.
33B1R4.1
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