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ABA
Wealth Advisory and Personal Trust Series
2012 edition
now available
Publication Order Form
Order
Online
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
may 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 form the reading materials for the ABA Online Review Course
for the CTFA Exam.
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, 2012
Catalog #3007528
$165 Member; $225 Non-Member
The ABA Financial Planning Workbook covers:
Personal Finance, Life Insurance, Other Types of Insurance, Retirement
Planning, Estate Planning, and Ethics.
ABA Financial Planning Workbook, 2012
Catalog #3007526
$165 Member; $225 Non-Member
The ABA Investments 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 Considerations.
ABA Investments Management Workbook, 2012
Catalog #3007529
$165 Member; $225 Non-Member
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
ABA Tax Law and Tax Planning Workbook,
2012
Catalog #3007527
$165 Member; $225 Non-Member
Purchase
the entire ABA Wealth Advisory and Personal Trust Series at a
discount price.
Catalog #3007525
$575 Member; $775 Non-Member
Publication Order Form
Order
Online
Questions: Call NYBA Professional Development at 212- 297-1679.
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