CSBS BAI Online Course Catalog

Wealth Management: HSA Fundamentals 30 minutes Intended for wealth management personnel, this course covers Health Savings Accounts, including their bene- fits, eligibility requirements, contribution guidelines, and basic reporting requirements. The course provides wealth managers with the fundamentals they need to explain the advantages and mechanics of HSAs to clients. 20 minutes This interactive course is intended for wealth management personnel. It provides an overview of the defining characteristics of nondeposit investment products (NDIPs), associated regulatory requirements, and employee and management responsibility for compliance. 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: Nondeposit Investment Products Wealth Management: Pensions and Annuities Wealth Management: Proper Titling of Assets Wealth Management: Wills, Advance Directives, and Trusts

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