CSBS BAI Course Catalog

Wealth Management: Pensions and Annuities 30 minutes Intended for wealth management personnel, the course provides an overview of annuities and pensions, includ ing the types of annuities, the pros and cons of annuities as a source of retirement income, and an explanation of how pension plans work. 20 minutes Intended for wealth management personnel, this course covers the different forms of property ownership and the role of retitling assets in estate planning. The course helps wealth managers recognize how proper titling of assets functions to help clients avoid probate and control how their property is distributed to beneficiaries. 30 minutes Intended for wealth management personnel, this course covers the definitions and purposes of wills, advance directives, and trusts. The course explores details of these estate planning tools, including administration and costs of trusts, and how Regulation Z applies to them. Wealth Management: Proper Titling of Assets Wealth Management: Wills, Advance Directives, and Trusts

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