Trusts and Estates Training

As industry regulations have changed over time, banks have become more apt to offer a full range of services for their clientele; thus it is not uncommon for banks to feature what is either referred to as a Trust Department or Estate Administration Department. This area of the bank settles estates, administers trusts, and provides estate planning advice to its affluent clients.

As such, this department often is a very desired place for bank employees to advance their careers. Although there are no particular licensing requirements one must complete to work in trusts and estates, our specialized trust officer training and estate planning courses can give you the training you need to succeed, plus allow you to achieve estate planning certifications or designations. Bank Training Center offers customized solutions specific for your career stage, needs, and more!

Enjoy a successful Trusts and Estates career when you invest in estate and inheritance planning training now...

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Feature Items

The Do's and Don'ts of Signature Card Contracts

Document Retention And Destruction Policies For Financial Institutions

Avoiding Safe Deposit Lawsuits

Board Certified in Estate Planning (BCE)

Notary Public

Certified Foreclosure Specialist

Call Report for Banks - Recent Changes, Highlights, and Pitfalls

Bank Internal Audit School

Securities License

Qualified Financial Advisor (QFA)

Fundamentals of Loan Processing

Dealing With Difficult People Seminar

Designations/Certifications
Accredited Investment Fiduciary (AIF®)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFP® Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training