Our "Deposit Accounts And Services" course provides the tools you need to effectively open deposit accounts and help potential customers make the best account choices.

By taking this course you will increase your understanding of the different types of account ownership, better understand deposit investment counseling, be able to examine new account precautions, define individual, joint, corporate, partnership and trust account ownership, and contrast and compare savings, checking, money market account, IRA, and CDs.

How This Course Helps You and Your Organization:

By mastering concepts such as account ownership rights, IRA options, and handling decedent accounts, you will emerge equipped to navigate the complexities of the financial landscape with confidence.

Don't wait: Unlock the keys to successful deposit account management and elevate your expertise in financial services with our "Deposit Accounts And Services" course.

Topics Covered:

• 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
• How to accurately administer decedent accounts when an owner dies testate or intestate

In addition to the learning content listed above, the course also provides direct email assignments, lecture readings, assessments, and discussions to enhance your retention of the textbook materials.

How The Course Works:

• This is an online course that you take at your leisure from your home or office; it should take approximately 30 hours to complete
• Upon registration, you will receive an email with course access instructions and information from your instructor
• You have nine weeks to complete the course materials and will have access to all course materials for six weeks after course completion

What You Receive:

• Online training content from a great instructor
• Access to the online textbook
• Lecture notes, discussion boards, and direct email assignments for each chapter used throughout the course
• Weekly chapter assessments
• Upon successful completion of the course, you'll receive an official grade report, highlighting your commitment to ongoing banking education