EmailDeposit Accounts and Services Course
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
Audience: Financial counselors, personal bankers, supervisors, managers, tellers and customer service representatives.
Diploma and Certificate Applications:
- Introduction to Financial Services Operations Certificate
- Financial Services Operations Diploma
- Professional Teller Certificate
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| Self-Study | Any | Self-Study | $495.00 | Register | |||
| On-Line | 02/20/12 | 04/30/12 | On-Line | $495.00 | Register | ||
| On-Line | 04/30/12 | 07/09/12 | On-Line | $495.00 | Register | ||
| On-Line | 06/25/12 | 09/03/12 | On-Line | $495.00 | Register | ||
| In-House | Any | Submit Request |
