資料來源: Google Book
Getting started as a financial planner
- 作者: Rattiner, Jeffrey H.,
- 出版: New York : Bloomberg Press 2005.
- 版本: Rev. and updated ed.
- 稽核項: 1 online resource (1 volume).
- 標題: BUSINESS & ECONOMICS Investments & Securities -- General. , Electronic books. , Planification. , Finances , Investissements de capitaux. , Investment advisors , Financial planners , Financial planners United States. , Investment advisors United States. , United States. , Investments & SecuritiesGeneral. , Investment advisors. , Financial planners. , BUSINESS & ECONOMICS , Finances Planification.
- ISBN: 0470885548 , 9780470885543
- ISBN: 1576601854 , 9781576601853 , 9781576603574 , 1576603571
- 試查全文@TNUA:
- 附註: Includes index. Title page; Copyright; Contents; Preface; 1. The World of Financial Planning; 2. Foundations of a Financial Planning Career; 3. Developing a Client Management System; 4. The Spectrum of Financial Planning; 5. Compliance and Legal Issues; 6. Building the Practice Infrastructure; 7. Marketing Your Practice; 8. The Art of Client Communication; 9. Running and Integrated Practice; 10. Resources and Training; Appendix A: Code of Ethics and Professional Responsibility; Appendix B: Trends in Staffing and Compensation; Continuing-Education Exam; Index. Includes bibliographical references pages (304-304) and index.
- 摘要: "A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.
- 電子資源: https://dbs.tnua.edu.tw/login?url=https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=131130
- 系統號: 005316712
- 資料類型: 電子書
- 讀者標籤: 需登入
- 引用網址: 複製連結
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.
來源: Google Book
來源: Google Book
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