Interactive

Power of Attorney

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:

  • List the various types of power of attorney documents you may see
  • Identify how to determine the authority granted to the agent
  • Identify what circumstances are required for the POA to be effective
  • 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.

15 minutes
Included with Team Membership

About This Course

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:

  • List the various types of power of attorney documents you may see

  • Identify how to determine the authority granted to the agent

  • Identify what circumstances are required for the POA to be effective

  • 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. 

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 89
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 89
per attendee