Deposit Accounts and Services Course

Course Description

The Deposit Accounts and Services course provides the tools you need to effectively open deposit accounts and help potential customers make the best account choices. It will increase your understanding of the different types of account ownership.  At the conclusion of the program participants will be able to:  understand deposit investment counseling; state the account owner’s rights and responsibilities; examine new account precautions; compare savings, checking, money market accounts and certificates of deposit; define individual, joint, corporate, partnership and trust account ownership; understand contributions and distributions of Traditional, Roth, Education, SEP and SIMPLE IRAs; and accurately administer decedent accounts when an owner dies testate or intestate.

Textbook chapter topics include:

  • The Role of the Account Representative
  • Opening Deposit Accounts
  • Types of Deposit Accounts
  • Single Owner Accounts
  • Joint Tenancy
  • Other Multiple Owner Accounts
  • Fiduciary Accounts
  • Retirement Plans
  • Decedent Accounts

Time to Complete: You have the flexibility to complete the course within a timeframe of up to 9 weeks, but you’re encouraged to work at your own pace and finish sooner if you prefer. FlexLearn, the perfect solution!

Audience:  Financial counselors, personal bankers, supervisors, managers, tellers and customer service representatives.

Diploma and Certificate Applications:

eBook access included in tuition

Unlock the keys to successful deposit account management and elevate your expertise in financial services with our Deposit Accounts and Services course. By mastering concepts like deposit investment counseling, account ownership rights, and IRA contributions, you’ll emerge equipped to navigate the complexities of the financial landscape with confidence.

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Liz Wilcoxson
Liz Wilcoxson

Liz Wilcoxson is currently a People Development Specialist with Listerhill Credit Union in Muscle Shoals, Alabama. Prior to her role at the Credit Union, she taught Adult Education for seven years. Li... read more.

Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Deposit Accounts and Services 2 Any Any Any Online FlexLearn Liz Wilcoxson $725.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
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