The 2023 Reference Guides to Wealth Management and Trust are comprehensive resources for today's wealth advisor, including expanded topics to meet diverse client expectations, with two entire volumes focused on integrated planning and advice. Updated annually, these four guides detail the most relevant topics in Asset Management, Fiduciary and Trust Activities, and Integrated Planning and Advice, enabling you to engage your clients across all areas of their financial lives.
These guides can be used in your daily work as a wealth advisor, or as resources materials to reinforce topics covered in the CTFA Exam Online Prep course. Each guide can be purchased individually or purchase all four guides together for a discount.
All eBooks sales are final and not shareable. When you order your eBook, you will receive a confirmation email on how to access the book immediately.
ABA Member Price: $675
Non-Member Price: $875
Save 23% as a member
Sign In to Add to Cart