ENGLISH

Getting Started as a Financial Planner: Revised and Updated Edition

By Jeffrey H Rattiner CPA CFP

Book information

Publisher
Bloomberg Press
Year
2005
ISBN
9781576601853, 1576601854
Open Library ID
OL8748019M
Language
english
Format
PDF
Filesize
2 MB (2370310 bytes)
Edition
2
Pages
369\369
Topic
Economy
Time added
2010-02-18 13:16:04

Description

Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer planning services. And according to a report from the U.S. Department of Labor, employment of personal financial advisers is "expected to grow faster than the average for all occupations through the year 2012.... As the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money." Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner is a hands-on guide to making the move to becoming a fee-based financial planner. Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.

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