2017 New Accounts Series - Purchase the Entire Series

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Opening Accounts for High Risk Customers
Webinar | 1 1/2 Hours | CE Credits: 2.0

Today’s decision to bank or not to bank high risk customers has been called a movement to de-risk. De-risking means to choose not to bank a whole group of customers. This process is being criticized as perhaps not being in the best interests of the country since there will be groups who find it difficult to find banking services. It may send industries into virtual currency and cash which make them less transparent. Perfect... Details
Opening Certificates of Deposit

Webinar | 1 1/2 Hours | CE Credits: 2.0

Still put a piece of paper into a sleeve and give it to the customer and call it a CD? It might be old fashioned but many institutions still handle nonnegotiable CDs much like they handled the negotiable instrument of days gone by. As we transition from the traditional Certificates that are negotiable to the signature card contract certificates of deposit, what rules apply and what do not anymore? Let's look at the procedures ... Details
Opening Consumer Accounts

Webinar | 1 1/2 Hours | CE Credits: 2.0

Account holders ask the most amazing questions. Can I take my boyfriend off my account? What happens when I die? How can I make sure my grandson gets the money at my death? This webinar looks at the legal issues of opening personal accounts. It will start by building a framework for addressing these questions without giving tax or legal advice. Beginning with the signature card contract and identification issues under customer ... Details
Opening Minor Accounts
Webinar | 1 1/2 Hours | CE Credits: 2.0

During this webinar, you will learn how to answer your adult account holder’s questions regarding set up of accounts for grandchildren, for college, and many other reasons to set up minor accounts. We will review the basic legal ownerships you may offer for your minor account holders. We will talk about how to transition them into adult accounts. We will look at do’s and don’ts of account card set up for minors.... Details

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