Finance Training Courses and Workshops
School(s) providing training of Finance Knowledge,Skills and Tools

Building Trust Expertise - Taxation and Estate Planning
Course Format: E-learning
School/Trainer: DigitalThink [>>]
Training Centers: San Francisco, United States

Building Trust Expertise - Taxation and Estate Planning introduces students to basic fiduciary income tax and estate planning concepts. It begins with tax basics, including terminology and how income tax is calculated. The trust taxation discussion covers the tax implications for grantor and charitable trusts, as well as trust accounting income. Students will also learn about distributable net ......

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Building Trust Expertise: Trust Administration provides an overview of trust administration for personal trusts, and teaches students to use common trust terminology appropriately. Students will learn trust basics, including terminology and concepts, and gain an understanding of why clients benefit from trusts, as well as common types of personal trusts. The course also covers account acceptanc......

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Privacy for Customer Contact Personnel explores the everyday privacy issues that customer contact staff are faced with on a regular basis. It covers the existing Right to Financial Privacy Act as well as Regulation P, the newest consumer privacy guidelines resulting from the passage of the Gramm-Leach-Bliley Act. Students will learn the terminology used to discuss the privacy issue, including o......

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Fair Credit Reporting Act covers compliance requirements under the Fair Credit Reporting Act (FCRA). Students will learn about the purpose of the FCRA, and review the types of transactions and exemptions covered under it. The course also teaches students the requirements, responsibilities and rights outlined under the Act, including special guidelines for the sharing of consumer information bet......

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Real Estate Settlement Procedures Act helps students identify activities, disclosures and specific job responsibilities that are required by the Real Estate Settlement Procedures Act (RESPA), one of the many consumer protection laws that govern financial institutions and mortgage lenders. After an overview of the history of the law, its purpose, and the extent of it coverage, the course identif......

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Truth in Lending Act - Regulation Z shows students how to comply with Regulation Z. Students will learn about the conditions that led to the enactment of Regulation Z, and how to properly disclose the terms of various loan types, advertise loan rates, disclose the cost of credit, and calculate and disclose a loan’s rescission period. The course teaches students how to adhere to the technic......

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Equal Credit Opportunity Act - Regulation B teaches students to evaluate an applicant’s creditworthiness within the boundaries of the Equal Credit Opportunity Act. The course begins by describing the purpose and coverage of the Equal Credit Opportunity Act, and then reviews what a bank and its employees must do regarding the taking and processing of loan applications, including acceptable ......

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This course introduces students to the practices and principles of fair lending, and demonstrates how to avoid discriminatory and unfair lending practices when interacting with clients. Students will learn about the relationship between unfair treatment and illegal discrimination, as well as the essential points of the five federal fair-lending laws and the Joint Policy Statement on Discriminat......

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This course introduces employees of financial institutions to the Bank Secrecy Act and the reporting responsibilities that come with it. Students will learn to complete and submit required Bank Secrecy Act reports, explain the timeframes and procedures for maintaining Bank Secrecy Act reports, and finally, how to explain to clients why Bank Secrecy Act reports are required. Learning Objecti......

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This course provides an understanding of the general principles of accounting applied in the health care environment. It includes an overview of sources of revenue for various health care entities. The Diagnosis-Related Group (DRG) system of service classification and its relation to payment for providers and organizations are also examined. The fundamentals of strategic planning, cost concepts......

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