Education & Meetings [Wealth Advisory and Personal Trust Series] - NYBA


Wealth Advisory and Personal Trust Series

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

Laminated covers, spiral binding, 4 books in the series. (c) 2009
Catalog #3005145
$625 members; $856 non-members
Publication Order Form

For further information, call NYBA Education at (212) 297-1679.

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