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ABA: The American Bankers Association
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Fiduciary and Trust Activities

Reference Guide to Wealth Management and Trust

The purpose of this guide is to acquaint you with the fundamentals of trust administration.

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 Fiduciary Advisor (CTFA) exam.

Topics covered include:

  • 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

You can also order the complete set of Reference Guides to Wealth Management and Trust at a discounted price.

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ABA Member Price: $225

Non-Member Price: $280

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ABA Member Price: $225

Non-Member Price: $280

Save 20% as a member

Sign In to Add to Cart

This reference is available in the complete set of Reference Guides to Wealth Management and Trust.

See the Set

Before completing this purchase, make sure to review ABA’s Refund Policy.

Our Experts

Timothy Keehan

Tim Keehan

Senior Vice President, Asset Management

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Ryan Rasske

Ryan Rasske

Senior Vice President, Risk & Compliance Markets

For questions on ABA training and events related to risk and compliance.

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Dale Baker

Dale Baker

Vice President, Trust Policy

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