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ABA: The American Bankers Association
Reference

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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For quantities of 5 or more printed copies, please call 1-800-BANKERS or email support@aba.com.

All eBooks sales are final and not shareable. When you order your eBook, you will receive a confirmation email on how to access the book immediately.

ABA Member Price: $225

Non-Member Price: $280

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

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

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