ABA's Wealth Advisory and Personal Trust Series
A Great Professional Resource for Wealth Management, Trust Advisors, Personal Finance, and Relationship Officers
Recommended for the Certified Trust and Financial Advisor (CTFA) Exam. Referred to at the ABA National Trust School and ABA Graduate Trust School. Used in conjunction with the ABA Online Review Course for the CTFA Examination.
This series includes these four books:
- Fiduciary and Trust Activities Workbook
- Financial Planning Workbook
- Tax Law and Tax Planning Workbook
- Investments Management Workbook
Text:
Laminated covers, spiral binding, 4 books in the series, 2008.
Catalog #:
3004232
GBA Member Price:
$625
Buy the entire series and get a discount off of each workbook!
Please call GBA’s
Alison Moreau at (404) 420-2034 to order these workbooks.
ABA Fiduciary and Trust Activities Workbook
Recommended for personal finance planners, wealth management relationship officers, and trust administrators as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.
One of four books in the Wealth Advisory and Personal Trust Series, the Fiduciary and Trust Activities Workbook will acquaint you with the basic principles of fiduciary law in a number of important trust areas:
- Trust and Probate Law and Custom
- Investment Responsibilities of a Trustee
- Environmental Law
- Ethics
Text:
Spiral
binding, 124 pages, 2008.
Catalog #:
3004228
GBA Member Price:
$184
Please call GBA’s
Alison Moreau
at (404) 420-2034 to order this workbook.
ABA Financial Planning Workbook
Recommended for personal finance planners, wealth management relationship officers, and trust administrators as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.
One of four books in the Wealth Advisory and Personal Trust Series, the Financial Planning Workbook will acquaint you with personal financial planning as a tool for enhancing client relationships in the following areas:
- Personal Finance
- Life Insurance
- Retirement Planning
- Estate Planning
- Ethics
Text:
Spiral binding, 212 pages, 2008.
Catalog #:
3004229
GBA Member
Price:
$184
Please call GBA’s Alison Moreau at (404) 420-2034 to order this workbook.
ABA Tax Law and Tax Planning Workbook
Recommended for personal finance planners, wealth management relationship officers, and trust administrators as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.
One of four books in the Wealth Advisory and Personal Trust Series, the Tax Law and Tax Planning Workbook will inform you about federal income and transfer tax requirements associated with trust banking. This handy portable resource reviews the major tax areas important to trust banking:
- Individual Income Tax
- Income Taxation of Fiduciaries
- Income Taxation and Charitable Entities
- Federal Estate Taxation
- Federal Gift Taxation
- Generation Skipping Transfer Tax
- Planning for Gifts
- Credit Shelter and Marital Trusts
- Postmortem Planning
- Planning for Retirement Benefits
- Estate Planning for the Closely Held Business
- Ethical Considerations
Text:
Spiral binding, 412 pages, 2008.
Catalog #:
3004231
GBA Member Price:
$184
Please call GBA’s Alison Moreau at (404) 420-2034 to order this workbook.
ABA Investments Management Workbook
Recommended for personal finance planners, retail bank officers becoming acquainted with investments, wealth management relationship officers, and trust administrators as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.
One of four books in the Wealth Advisory and Personal Trust Series, the Investments Management Workbook will acquaint you with the basics of investment management in these areas:
- Economics and Markets
- Equity Markets, Debt Markets, and Portfolio Management
- Alternative Investments
- Investment Policy
- Performance Measurement and Evaluation
- Ethical and Legal Considerations
Text:
Spiral binding, 178 pages, 2008.
Catalog #:
3004230
GBA Member Price:
$184
Please call GBA’s Alison Moreau at (404) 420-2034 to order this workbook.