Reference Guide to Wealth Management and Trust: Financial Planning

The purpose of this guide is to acquaint you with personal financial planning as a tool for enhancing client relationships. It has been designed to provide a working knowledge of financial planning concepts and analytical techniques to help you better serve your customer. This guide 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.

Order the complete set of Reference Guides to Wealth Management and Trust at a discounted price.​​


 Available Course Format


Facilitated Online Course - CTFA Exam Online Prep

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


 Workbook Pricing


The 2018 guides are now available for pre-order, and will ship in February 2018 (Tax in March 2018).

$225 List Price
$165 ABA Members

Printed Workbook
$225 List Price
$165 ABA Members

*For eBook option, you will receive one email for each workbook within 24 hours with access instructions. To download and view, you will need to register your copies and download Adobe Digital Editions software.

View supported eBook devices here.