The purpose of this workbook is to acquaint you with the basic principles of fiduciary law.  It is 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 exam.

You can also order the complete 2014 Wealth Advisory and Personal Trust Series at a discounted price.

Supports the CTFA Online Review Course.

Pricing

eBook*
Catalog #3011347
$225 List Price / $165 Members

Printed Workbook
Catalog #3011342
$225 List Price / $165 Members

*For eBook option, 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. 

To order, please complete and return the ABA Book Order Form to CBA.