ABA Reference Guides to Wealth Management and Trust


The 2022 ABA Reference Guide to Wealth Management and Trust Series is the recommended resource for the facilitated CTFA Exam Online Prep course for the CTFA Examination. Please note that these books will be published in mid-February 2022.

These books have an estimated shipping date of February 15, 2022 (except for Volume II which will ship approximately March 8, 2022).

The four workbooks in the Reference Guide to Wealth Management and Trust Series are one of the most comprehensive resource guides for trust professionals: Asset Management, Fiduciary and Trust Activities, Integrated Planning and Advice (including financial, philanthropic, tax and estate planning) Volume I and Volume II.

They offer exceptional preparation for candidates planning to sit 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. These workbooks are updated annually to reflect revisions or changes, and to introduce new legislative initiatives.

Appropriate sales tax will be calculated in the shopping cart.

Printed or eBook version, 2022
$675 Member; $875 Non-Member

Publication Order Form

Once you order the eBook, 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.  http://adobe.com/products/digital-editions.html

The New York Bankers Association is a Local ABA Training Provider.


Questions: NYBA Professional Development at (212) 297-1672 or education@nyba.com.