What You'll Learn
Course Overview: This course is designed to provide financial institution employees with general knowledge regarding the rights and limitations of the use of Power of Attorney authorizations.
Learning Objectives:
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List the various types of power of attorney documents you may see
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Identify how to determine the authority granted to the agent
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Identify what circumstances are required for the POA to be effective
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Describe the challenges and risks financial institutions face with a POA
Audience: All Affected Staff
Length of Course: This course takes approximately 15 minutes to complete.
*This course does NOT qualify, nor meet the National Standard for NASBA accreditation.
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