Gain the confidence to navigate some of the most complex account types with this practical training designed for frontline staff. This session offers a clear, accessible overview of trusts, powers of attorney (POAs), and estate accounts—all within the context of new account openings.
Learn how these accounts function, the responsibilities of each party involved, and the limitations that apply. The course also explores required documentation, common red flags, and best practices to support accurate and compliant account setup. Perfect for staff who assist members with account openings and need a solid foundation in these essential areas.
Cost per person: $129
This program is powered by:
