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Southeast RegionalCenter for Financial Training
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Tel. 904-354-4830Fax 904-354-1834 Website: www.cft-flsc.org |
Managing Trust AccountsThis course introduces you to the basic principles of establishing trust accounts and managing receipts and payments for these trusts. It covers the procedures for accepting new accounts, as well as dealing with changes in accounts impacted by disclaimers, and explains the rules needed to apply the Uniform Principal and Income Act when allocating receipts and payments.
Managing Trust Accounts |
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AIB Course # |
AIB-8408 |
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Credit Hours |
1/4 |
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Availability: (See website for details) |
Self-Paced Online |
Audience: This course is appropriate for trust officers who have already achieved a basic knowledge and expertise in the trust field.
Learning Objectives
At the conclusion of the program participants will be able to:
(Download and print from SER-CFT website, complete and fax to 904-354-1834)