AIB Wealth Advisory and Personal Trust Series

 

A Great Professional Resource for Personal Finance, Wealth Management,
Trust Advisors and Relationship Officers

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:

  • Fiduciary and Trust Activities Workbook
  • Financial Planning Workbook
  • Investments Management Workbook
  • Tax Law and Tax Planning Workbook
4 books in the series, 2011.
Catalog #3006607
$525 ABA Member Discount (plus shipping and tax)

Buy the entire series and get a discount off of each workbook!

The Wealth Advisory and Personal Trust Series replaces the Personal Trust Resource Series.