ABA Reference Guides to Wealth Management and Trust

The 2018 version ships starting in February.

The ABA Reference Guides to Wealth Management and Trust are comprehensive resources for today’s trust advisor. Updated annually, these four guides detail the most relevant topics in Fiduciary and Trust Activities, Financial Planning, Investment Management, and Tax Law and Tax Planning, enabling you to talk to your clients about many aspects of their financial lives.

Each workbook may be purchased individually for those  concentrating on or needing a refresher on a specific area of the trust market.  Purchase all 4 workbooks together for a discount.  The guides are the reading materials for the ABA Online Review Course for the CTFA Exam.  See below for individual workbook pricing and the discounted full set pricing. 

Publication Order Form

The Fiduciary and Trust Activities covers: The fiduciary relationship, including fiduciary and investment powers and duties; trust administration, receipts, payments and distributions; opening and closing an account, including alteration or termination of the trust; regulatory and compliance requirements; and, ethics.

The Financial Planning covers: Personal finance, including meeting long-term goals and objectives through effective accumulation and distribution of wealth; life, disability, liability and long-term care insurance; retirement and estate planning; and, ethics.

The Investment Management covers: Economics and markets; portfolio management, including the equity and debt markets; alternative investments; investment policy, client objectives and risk tolerance; performance management and evaluation, measuring return and risk, and establishing benchmarks; legal considerations; and, ethics.

The Tax Law and Tax Planning covers: An overview of current tax laws; individual income tax, including exclusions, deductions, net investment income, AMT and the decedent’s final 1040; fiduciary income tax, including trust and estates as taxable entities, basis, gain and loss, income in respect of a decedent, and the effects of a distribution; income taxation of charitable entities, private foundations and split-interest trusts; federal estate and gift taxation, valuations, the marital deduction and tax liability; generation-skipping transfer tax, including computation and liability; effective planning for marital trust, GST, retirement benefits and the closely-held business; and, ethics.

Fiduciary and Trust Activities 

 Text or eBook version
$165 Member; $225 Non-Member  

Financial Planning 

Text or eBook version
$165 Member; $225 Non-Member

Investment Management

Text or eBook version
$165 Member; $225 Non-Member

Tax Law and Tax Planning

Text or eBook version
$165 Member; $225 Non-Member

Purchase the entire ABA Reference Guides for Wealth Management and Trust at a discount price.

$575 Member; $775 Non-Member

Or, purchase an eBook version.

$575 Member; $775 Non-Member

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

Publication Order Form


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

Questions: NYBA Professional Development at (212) 297-1679 or elegg@nyba.com.