ABA Wealth Advisory and Personal Trust Series

General information

The four workbooks in the 2014 Wealth Advisory and Personal Trust Series are one of the most comprehensive resource guides for trust professionals. They offer exceptional preparation that can help 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.

Each workbook can be purchased individually for those concentrating on or needing a refresher on a specific area of the trust market. And all four workbooks in the series can be purchased at a discount. The workbooks are the reading materials for the ABA Online Review Course for the CTFA Exam.

  • The ABA Fiduciary and Trust Activities Workbook covers: Trust and Probate Law and Custom, Investment Responsibilities of a Trustee, Environmental Law and Ethics. 
  • The ABA Financial Planning Workbook covers: Personal Finance, Life Insurance, Other Types of Insurance, Retirement Planning, Estate Planning and Ethics.
  • The ABA Investment Management Workbook covers: Economics and Markets, Equity Markets, Debt Markets, and Portfolio Management, Alternative Investments, Investment Policy, Performance Measurement and Evaluation and Ethical and Legal Consideration.
  • The ABA Tax Law and Tax Planning Workbook covers: Overview of the Current Tax Laws, Individual Income Tax, Income Taxation of Fiduciaries, Income Taxation and Charitable Entities, Federal Estate Taxation, Federal Gift Tax, Generation Skipping Transfer Tax, Planning for Gifts, Planning for Credit Shelter and Marital Trusts,  Effective Planning for GST, Postmortem Planning, Planning for Retirement Benefits, Estate Planning for the Closely Held Business, Ethical Considerations. 

Workbook Pricing

eBook Set*
Catalog #3011348
$775 List Price / $575 Members
Printed Workbooks
Catalog #3011343
$775 List Price / $575 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.