AIB Wealth Advisory and Personal Trust Series
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A Great
Professional Resource for Personal Finance, Wealth Management, Recommended for personal trust administrators, private bankers, portfolio managers, and other wealth advisors as a desk reference and as a study resource for the Certified Trust and Financial Advisor (CTFA) exam. Referred to at the ABA Trust Management Schools. Used in conjunction with the ABA Online Review Course for the CTFA Examination. This series includes these four guides:
The Wealth Advisory and Personal Trust Series replaces the Personal Trust Resource Series. |
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