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ABA's Wealth Advisory and Personal
Trust Series
The four workbooks in the Wealth Advisory
and Personal Trust Series are 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 (CTFA) exam. Each section in every workbook has chapter
review questions and answers, a sample test and answers, and a list of
additional resources on the Internet and in print.
Each workbook can be purchased individually for those concentrating on
or needing a refresher on a specific area of the trust market. And all 4
workbooks in the series can be purchased at a discount. The workbooks
are the reading materials for the
ABA Online Review Course for the CTFA Exam.
Please call GBA’s
Alison Moreau
at 404.420.2034 to order these workbooks.
-
The
ABA Fiduciary and Trust Activities Workbook covers: Trust
and Probate Law and Custom, Investment Responsibilities of a
Trustee, Environmental Law, and Ethics.
ABA Fiduciary and Trust Activities Workbook, © 2010
Catalog #3005625
$200 List Price
$150 Member Discount
-
The
ABA Financial Planning Workbook covers: Personal
Finance, Life Insurance, Other Types of Insurance, Retirement
Planning, Estate Planning, and Ethics.
ABA Financial Planning Workbook, © 2010
Catalog #3005626
$200 List Price
$150 Member Discount
-
The
ABA Investment Management Workbook covers: Economics and
Markets, Equity Markets, Debt Markets, and Portfolio Management,
Alternative Investments, Investment Policy, Performance Measurement
and Evaluation , and Ethical and Legal Consideration.
ABA Investment Management Workbook, © 2010
Catalog #3005628
$200 List Price
$150 Member Discount
-
The
ABA Tax Law and Tax Planning Workbook covers: Overview of
the Current Tax Laws, Individual Income Tax, Income Taxation of
Fiduciaries, Income Taxation and Charitable Entities, Federal Estate
Taxation, Federal Gift Tax, Generation Skipping Transfer Tax,
Planning for Gifts, Planning for Credit Shelter and Marital Trusts,
Effective Planning for GST, Postmortem Planning, Planning for
Retirement Benefits, Estate Planning for the Closely Held Business,
Ethical Considerations.
DISCLAIMER: ABA will continue to monitor actions on Capitol Hill
and advise you of any immediate changes. At this time it is our
plan to publish a 2010 edition of the ABA Tax Law and Tax Planning
Workbook by mid-May of this year. The 2010 edition will address all
current estate and gift tax laws in effect at that time.
ABA Tax Law and Tax Planning Workbook,
© 2010
Catalog #3005627
$200 List Price
$150 Member Discount
Purchase the entire ABA Wealth and Personal
Trust Series at a discount:
Catalog #3005624
$700 List Price
$525 Member Discount
Please call GBA’s
Alison Moreau
at (404) 420-2034 to order these workbooks. |
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