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Bank Trust Professional

• Introductory Track
• Intermediate Track
• Advanced Track

Bank Trust Series

SunGard’s Wealth Management University's (WMU) Bank Trust Series provides instruction in the core areas of trust administration and fiduciary law. Offered in three progressive tracks, this set of courses builds the knowledge and confidence needed to work with high net worth clients, deliver superior client service and expand your organization's trust business. Each track can be completed individually and each course carries continuing education (CE) credits for AIB, ICB and CFP.

Tracks include:

• Introductory Track – provides a core set of courses focused on trust administration, introduction to taxation, estate planning and investment management
• Intermediate Track – provides a more in-depth look at estate planning, income and gift taxes, investments and retirement planning
• Advanced Track – includes courses that provide guidance on specific aspects of estate planning, ethical issues for bankers, financial planning skills, and life insurance and annuities