The general responsibility of the Trust Account Supervisor is to see that the firm has controls in place for the receipt and disbursement of client trust money and a system of record keeping. In order to fulfill that responsibility the Trust Account Supervisor must be knowledgeable of the trust accounting rules and requirements.

Members who are applying to become a Trust Account Supervisor are required to pass this exam, however, this exam is also open to anyone who wishes to simply test their knowledge on trust accounting rules.

The passing score for this exam is 70%.