Individual Trusteeship

This course is designed to provide individuals with an Overview of the Individual Trusteeship.

Learners are exposed to the two types of personal trust services a bank offers to individuals (trust & guardianship and estate administration), and the responsibilities and roles a bank has as a fiduciary.

In this lesson you will learn:

  • The two types of personal trust services: trust & guardianship and estate administration.
  • What is meant by a fiduciary.
  • The roles and responsibilities that a bank has as fiduciary.

This course has been approved for continuing education credits from the Institute of Certified Bankers(ICB). Certifications

Like what you see? Enroll Now and begin the Individual Trusteeship eLearning course today!

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