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ABA Financial Planning Workbook
 Recommended for personal finance planners, wealth management relationship officers, and trust administrators as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.
One of four books in the Wealth Advisory and Personal Trust Series, the Financial Planning Workbook will acquaint you with personal financial planning as a tool for enhancing client relationships in the following areas:
- Personal Finance
- Life Insurance
- Retirement Planning
- Estate Planning
- Ethics
Spiral binding, 212 pages, (c) 2008
Catalog #3004229
$236 List Price
$184 Member Discount
Buy the entire series and get a discount off of each workbook!
For more information about this product, please contact Howard Robinson.
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