BAI Deposit Accounts and Services

Audience 

Financial counselors, personal bankers, supervisors, managers, tellers and customer service representatives.

Learning Objectives

• Deposit investment counseling
• Account owner rights and responsibilities
• Comparing savings, checking, money market accounts and certificates of deposit
• Single joint, corporate, partnership and trust account ownership
• Contributions and distributions of Traditional, Roth, Coverdell Education Savings Account, SEP and SIMPLE IRAs
• Decedent accounts

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834