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ABA: The American Bankers Association
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Asset Management

Reference Guide to Wealth Management and Trust

The purpose of this guide 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 Fiduciary Advisor exam.

Topics covered include:

  • Economics and markets;
  • Portfolio management, including the equity and debt markets;
  • Alternative investments;
  • Investment policy, client objectives and risk tolerance;
  • Performance management and evaluation, measuring return and risk, and establishing benchmarks;
  • Legal considerations; and
  • Ethics

You can also order the complete set of Reference Guides to Wealth Management and Trust at a discounted price.

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ABA Member Price: $225

Non-Member Price: $280

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ABA Member Price: $225

Non-Member Price: $280

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This reference is available in the complete set of Reference Guides to Wealth Management and Trust.

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