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Trusts and Estates Training


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
Event Calendar
FDIC Insurance: What Has Changed And What Is The Same - A Primer For Advisors
FDIC Insurance: What Has Changed And What Is The Same - A Primer For Advisors
Compliance Issues for Residential Lending, Including Coming Changes
Compliance Issues for Residential Lending, Including Coming Changes
Realizing The Opportunity - A One Day Workshop for Financial Advisors
Realizing The Opportunity - A One Day Workshop for Financial Advisors
Securities License
Insurance License
Audio Review for the CFP® - 6 CD Set
Audio Review for the CFP® - 6 CD Set
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Board Certified in Estate Planning (BCE)
Board Certified in Estate Planning (BCE)
Certified Annuity Specialist (CAS)
Certified Annuity Specialist (CAS)
HP 12C Financial Calculator Class
HP 12C Financial Calculator Class
CSA Certified Senior Advisor
Licensing/Designations
Insurance Licensing Series 51 Exam Prep Certified Funds Specialist (CFS)
Securities Licensing Series 53 Exam Prep Certified IRA Services Professional (CISP)
Series 3 Exam Prep Series 55 Exam Prep Certified Lender Business Banker (CLBB)
Series 4 Exam Prep Series 62 Exam Prep Certified Mortgage Professional (CMP)
Series 6 Exam Prep Series 63 Exam Prep Certified Personal Banker (CPB)
Series 7 Exam Prep Series 65 Exam Prep Certified Regulatory Compliance Manager (CRCM)
Series 9 Exam Prep Series 66 Exam Prep Certified Retirement Services Professional (CRSP)
Series 10 Exam Prep Series 87 Exam Prep Certified Securities Operations Professional (CSOP)
Series 11 Exam Prep Accredited Investment Fiduciary (AIF®) Certified Tax Specialist (CTS)
Series 14 Exam Prep AIB Bank Teller Certificate Certified Trust and Financial Advisor (CTFA)
Series 23 Exam Prep AIB Customer Service Representative Certificate CFP Courses for Certification
Series 24 Exam Prep AIB Personal Banking Diploma CFP Review Course
Series 26 Exam Prep Board Certified in Estate Planning (BCE) Chartered Financial Analyst (CFA)
Series 27 Exam Prep Certified Annuity Specialist (CAS) Chartered Financial Consultant (ChFC)
Series 28 Exam Prep Certified Bank Teller (CBT) Professional Plan Consultant (PPC)
Series 30 Exam Prep Certified Corporate Trust Specialist (CCTS) Qualified Financial Advisor (QFA)
Series 31 Exam Prep Certified Customer Service Representative (CCSR) Retirement Income Specialist (RIS)
Series 32 Exam Prep Certified Financial Marketing Professional (CFMP) Steps to Achieve CFP® Certification
Series 37 Exam Prep Certified Financial Planner (CFP)  
Series 38 Exam Prep Certified Financial Services Security Professional (CFSSP)  
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