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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

RESPA & TILA Training: The New Rules Defined

Certified Annuity Specialist (CAS)

Power of Attorney & Living Trust Documents

Qualified Financial Advisor (QFA)

Board Certified in Estate Planning (BCE)

Certified Reverse Mortgage Advisor Designation

Certified College Planning Specialist CCPS

Cracking New Accounts - High Payoff Prospecting

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