Southeast Regional Center for Financial Training, Inc

         AIB Truth in Lending Act-Reg DD (AIB-7350)

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The Truth in Savings Act provides consistency in the way rates and disclosures are provided to clients. Participants in this AIB course will learn how rate information must be shared with clients, including verbal rate quotes and marketing efforts. Participants will also learn what disclosures are required and when those disclosures must be given to clients opening deposit account products.

Delivery Options

Self-Paced Online

Audience

Bank personnel who are responsible for opening new accounts and quoting rates to clients.

Learning Objectives

After successfully completing this program, you will be able to:

• Identify clients and accounts subject to disclosure requirements
• Share rates as required by the Truth in Savings Act
• Provide the appropriate disclosure information within the timeframes outlined in the Truth in Savings Act
• Explain disclosure terminology

Enrollment Form

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