Southeast Regional Center for Financial Training, Inc.                                        

 AIB Referring Trust Customers (AIB-8264)

HOME       

This AIB course provides participants with the skills and product knowledge needed to identify and refer individual trust prospects. It explores the basic elements of a trust, trust terminology, and common trust products.

Delivery Options

Self-Paced Online 

Audience

Personnel who initiate referrals of trust services but are not involved in making or closing the sale, such as tellers, personnel involved with new accounts, statement window, and safe deposit, and operations support staff.

Learning Objectives

   At the conclusion of the program participants will be able to:

• Describe the basic elements of a trust
• Describe basic trust products and terminology
• Identify five key reasons clients need/want a trust
• Define a typical client’s needs and objectives
• Identify prospects and provide a client benefit focused referral for trust services

Enrollment Form

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