Operations, Sales & Service Upcoming Training List
Price Product Type Title
CUNA Fiduciary Accounts Compliance webinar series
CUNA member: $695.00
This four-part webinar series covers fiduciary accounts, specifically joint accounts vs. payable on death (POD) accounts, deceased member accounts, power of attorney’s (POA) and guardianship accounts and financial exp ...
CUNA member: $219.00
Defines the regulation and helps staff understand the expectation of full disclosure to the membership and public.