An Introduction to Fiduciary Accounts Webinar

Fiduciary accounts (e.g. trusts, estates, guardianships, etc.) can present some unique challenges for new accounts personnel. What forms do I need? What do these terms even mean?

While documentation requirements vary from state-to-state, the general principles behind most fiduciary accounts remain the same. Join Regulatory Compliance Counsel Michael Christians for a high-level overview of the fiduciary accounts your financial institution is most likely to encounter.

Covered Topics

  • The 4 types of trust accounts
  • Estates
  • The 4 types of powers of attorney
  • Representative payee accounts
  • Guardianships
  • Conservatorships

Who Should Attend?

New accounts representatives, branch managers, compliance officers and others looking to gain a better understanding of fiduciary accounts would all benefit from attending this webinar.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

Michael Christians
Michael Christians

As principal of Michael Christians Consulting, LLC, Michael assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and regu... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
An Introduction to Fiduciary Accounts0.25 Any AnyWebinarSix Month On-Demand Recording Michael Christians$295.00 Register Now
An Introduction to Fiduciary Accounts0.25 Any AnyWebinarCD-ROM Video Recording Michael Christians$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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