
Southeast Regional Center for Financial Training, Inc.
AIB Managing Trust Accounts (AIB-8408)
This 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.
Delivery Options
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 an enrollment form from here, complete and fax to 904-354-1834