General information

ABA Financial Planning Workbook

The purpose of this workbook is to acquaint you with personal financial planning as a tool for enhancing client relationships. The workbook has been designed to provide a working knowledge of financial planning concepts and analytical techniques to help you better serve your customer. 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.


Catalog #3011345
$225 List Price / $165 Members

Printed Workbook
Catalog #3011340
$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.