This course highlights some of the common scenarios banks encounter when dealing with elderly customers, their family, and their agents. Having a knowledge of what banks require and why they act as they do lessens the frustrations everyone feels when dealing with the sensitive subject of money.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Faculty:
Gloria Tison, Legence Bank & Kotner Title & Abstract
Expires: 2/1/2025