WEBINAR
BSA Alert

Opening Fiduciary Accounts Webinar

CFT Credits: 0.25

From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won’t want to miss this special webinar.

Webinar Description and Audience

From court ordered accounts to authorized signers, a fiduciary account has to be set up correctly and handled perfectly so that your customer gets the best results from the account. We will cover the documents needed, the signature set up and managing fiduciary money. If you open accounts, you won’t want to miss this special webinar.

Covered Topics:

  • Uniform Transfer to Minors Accounts
  • Power of Attorney
  • Social Security Representative Payee Accounts
  • Veterans Fiduciary Accounts
  • Estates, Trusts and Bankruptcy Accounts
  • Guardianships and Conservator Accounts
  • Guidelines about managing other people’s money
  • Customer Identification Programs
  • Questions every fiduciary should be asked
  • Signature Cards and Documentation
  • What happens at death

Who Should Attend?

This webinar will benefit New Accounts Representatives, Customer Service Representatives, Branch Administration, Compliance Officers, Legal Department, Branch Managers, Tellers and anyone who works with customers.

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.

Viewing Options

LIVE WEBINAR:

INCLUDES SEVEN 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. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.

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 OnDemand Video will be available to you (and anyone else in the company) for 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.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
04/23/19CD-ROM Video Recording$345.00Order
04/23/19Six Month On-Demand Recording$295.00Order
04/23/1902:30 PM04/23/1904:30 PMLive Webinar$265.00Register
04/23/1902:30 PM04/23/1904:30 PMLive and On-Demand$365.00Register
04/23/1902:30 PM04/23/1904:30 PMLive, On-Demand, CD-ROM$395.00Register
AnyIn-HouseRequest