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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.

Topics covered include:

  • Personal finance, including meeting long-term goals and objectives through effective accumulation and distribution of wealth;
  • Life, disability, liability and long-term care insurance;
  • Retirement and estate planning; and
  • Ethics

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

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




The 2019 guides are now available for pre-order by using the links below. Books will ship in February 2019.

$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.