Education/Training
IRA Online Institute
AUDIENCE: Retail and Trust personnel who sell and administer IRA products.
The IRA Online Institute provides comprehensive training on all aspects of IRAs. It covers both traditional and Roth IRA as well as
Employer Plans (SEP SIMPLE).
After successfully completing this course, you will be able
Introduction to Trust Products and Services
AUDIENCE: Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank
who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better
understanding of their clients’
Basic Administrative Duties of a Trustee
AUDIENCE: Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank
who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better
understanding of their clients'
IRA: Essentials 2012
IRA: Advanced 2012
ABA Online Review Course for the CTFA Exam wihout Text
AUDIENCE: This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial Advisor (CTFA) is applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services