ABA Investments Management Workbook
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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 .

