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ABA's Wealth Advisory and Personal Trust Series

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

Recommended for the Certified Trust and Financial Advisor (CTFA) Exam. Referred to at the ABA National Trust School and ABA Graduate Trust School. Used in conjunction with the ABA Online Review Course for the CTFA Examination.

This series includes these four books:

• Fiduciary and Trust Activities Workbook
• Financial Planning Workbook
• Tax Law and Tax Planning Workbook
• Investments Management Workbook

Laminated covers, spiral binding, 4 books in the series.  (c) 2008
Catalog #3004232
$856 List Price
$625 Member Discount

For more information about this product, please contact Howard Robinson.
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