Educational needs of trust administrators as perceived by trust administrators /
This study had two primary purposes: identify the subject areas related to the administration of trust accounts and the importance of formal training as it relates to the acquisition of those competencies, and determine which competencies are best learned through on-the-job training or in a classroo...
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| Format: | Thesis Book |
| Language: | English |
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[Place of publication not identified] :
[publisher not identified] ;
2002.
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| Subjects: | |
| Online Access: | http://proxy.library.tamu.edu/login?url=http://proquest.umi.com/pqdweb?did=764778051&sid=1&Fmt=2&clientId=2945&RQT=309&VName=PQD |
| Summary: | This study had two primary purposes: identify the subject areas related to the administration of trust accounts and the importance of formal training as it relates to the acquisition of those competencies, and determine which competencies are best learned through on-the-job training or in a classroom environment. This study utilized an expert panel comprised of the Administrative Council of the Texas Bankers Association to develop the data collection instrument and to determine competencies to be incorporated into the questionnaire. Ten trust experts made up the panel that completed five rounds through a Delphi technique. The questionnaire was mailed to 909 trust managers and trust administrators who are members of the Texas Bankers Association Trust Financial Services Division. One hundred fifty-four respondents disqualified their participation due to being retired, unemployed, no longer employed in the trust industry, or employed in a capacity other than trust administration. The result was a total population of 755, and 355 responses were received reflecting a response rate of 47.0%. This research identified 18 subject areas that trust managers and trust administrators considered essential or important to an individual preparing to enter the trust industry. A chi-square test was applied to determine if a significant difference existed in the opinions of trust managers and trust administrators. The chi-square test indicated that there is no significant difference in the opinions of trust managers and trust administrators relative to 15 of the subject areas. Only three subject areas reflected a significant difference: Guardianships, Probate Proceedings, and Special Needs Trusts. This research also identified 23 skills a person should possess when entering the trust industry. The purpose of this section was to determine which skills are best learned while working or learned in a training course. A chi-square test was also applied to these data to determine if a significant difference existed between the opinions of managers and administrators. The results of the chi-square test indicated that there is no significant difference in the opinions of trust managers and trust administrators in 22 of the skills identified. The only exception is the skill, Sales Calls. |
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| Item Description: | Vita. "Major Subject: Educational Human Resource Development". |
| Physical Description: | xi, 93 leaves ; 28 cm. Issued also on microfiche from University Microfilm Inc. |
| Bibliography: | Includes bibliographical references (leaves 77-84). |