AIB Wealth Advisory and Personal Trust Series

 

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

Recommended 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:

  • Trust Administration and Estate Planning Workbook
  • Financial Planning Workbook
  • Tax Planning Workbook
  • Investments Workbook
Laminated covers, spiral binding, 4 books in the series, 2nd edition, 2008.
Catalog #3004232
$625 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.