Personal Financial Planner PDF Download
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Author: Debbie Harrison
Publisher: Pearson Education
ISBN: 9780273643647
Category : Business & Economics
Languages : en
Pages : 278
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Book Description
The key to financial security is good financial planning. We can no longer rely on the State to provide for us. Our future prosperity - and that of our children - lies in our own hands.
Author: Debbie Harrison
Publisher: Pearson Education
ISBN: 9780273643647
Category : Business & Economics
Languages : en
Pages : 278
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Book Description
The key to financial security is good financial planning. We can no longer rely on the State to provide for us. Our future prosperity - and that of our children - lies in our own hands.
Author: Jeffrey H. Rattiner
Publisher: John Wiley and Sons
ISBN: 0470885548
Category : Business & Economics
Languages : en
Pages : 376
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Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Author: John P. Napolitano CPA, PFS, CFP
Publisher: Penguin
ISBN: 1440626405
Category : Business & Economics
Languages : en
Pages : 356
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Book Description
Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section
Author: Jeffrey H. Rattiner
Publisher: John Wiley & Sons
ISBN: 0471426725
Category : Business & Economics
Languages : en
Pages : 317
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Book Description
"Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers." -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer "Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor." -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on "doing what's best for the client." Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success.
Author: Eric Gelb
Publisher: Career Advancement Center
ISBN: 9780963128904
Category : Business & Economics
Languages : en
Pages : 116
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Book Description
Offers advice on personal finance and budgeting, discussing goal setting, expense tracking, managing credit, and simple investing, and suggest money-saving strategies.
Author: John P. Napolitano
Publisher: Dorling Kindersley Ltd
ISBN: 0241882796
Category : Business & Economics
Languages : en
Pages : 454
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Book Description
Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. -Includes a comprehensive resource section
Author: Jessica Bishop
Publisher: Simon and Schuster
ISBN: 1623159857
Category : Photography
Languages : en
Pages : 210
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Book Description
From defining your wedding style to bringing your vision to life, The Budget-Savvy Wedding Planner helps couples plan the day of their dreams without spending a small fortune. Offering the newly engaged everything they need to get organized and stay sane, this is the ultimate planner for beautiful and affordable weddings. Wedding planning expert and founder of The Budget-Savvy Bride, Jessica Bishop, helps you plan your big day on a small budget-despite skyrocketing costs and industry traps. In this planner, she shares over a decade of insider knowledge and essential planning tools to help couples turn their vision into reality. Providing a refreshing perspective and smart tips, The Budget-Savvy Wedding Planner makes planning the perfect celebration simple, streamlined, and stress-free. Worksheets, Checklists, Timelines and other write-in tools to plan for everything from the venue to the dress to the music, Hundreds of Money-Saving Tips to cut costs, Sample Budgets from real couples and cost breakdowns for every part of your ceremony
Author: Gina Carrillo
Publisher: Que Publishing
ISBN: 9780789730701
Category : Business & Economics
Languages : en
Pages : 260
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Book Description
The perfect book for beginners wanting to learn Microsoft's financial software and prefer a visual, four-color approach.
Author: Barbara Drury
Publisher: John Wiley & Sons
ISBN: 1118348729
Category : Business & Economics
Languages : en
Pages : 294
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Book Description
Created especially for the Australian customer! Turn over a new leaf, painlessly and profitably Do you dream of a financially secure future, but find personal finance planning too overwhelming? Sorting Out Your Finances For Dummies, Australian Edition, gives you the confidence to take stock, set goals and chase rainbows. Written in plain English, this book shows you how to budget your money, work out an investment plan and choose the right assets for a wealthier future. Discover how to: Work out a budget and stick to it Find a first rate financial planner Find the right loans for you and manage your mortgage Prune your tax bill Map out a superannuation plan
Author: Mahfudzah Othman
Publisher: Lulu.com
ISBN: 1365482553
Category : Computers
Languages : en
Pages : 157
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Book Description
The publication of this book, CRINN (Computing Research and Innovation), Volume 1, November 2016, is a compilation of peer-reviewed research papers, technical and concept papers and innovations among the academicians from Faculty of Computer and Mathematical Sciences, Universiti Teknologi MARA, Perlis Branch, and other universities from all over Malaysia. This volume comprises 14 scholarly articles from Computer Sciences, Mathematical Sciences, Computer Network and Data Communications and Information Technology and System Sciences fields.
