ABA Investments Management Workbook

The purpose of this workbook is to provide you with the basics of investments management and the economic markets. It is 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 exam.

The ABA Investments Management  Workbook is divided into six sections (click for more information):

Section I:  Economics and Markets
Section II:  Equity Markets, Debt Markets, and Portfolio Management

Section III:  Alternative Investments
Section IV:  Investments Policy
Section V:  Performance Measurement and Evaluation

Section VI:  Ethical and Legal Consideration

ABA Investments Management Workbook, ©2012
Catalog #3007529
$225 List Price
$165 Member Discount

The 4 workbook ABA Wealth and Personal Trust Series can be purchased at a discount.
Catalog #3007525
$775 List Price
$575 Member Discount

For more information about this product, please contact ABA Member Services .