So You Want to Be a Financial Planner: Your Guide to a New Career - Softcover

Jones, Nancy Langdon

Softcover

ISBN 10: 1603530002 ISBN 13: 9781603530002

Publisher: Advisor Pr, 1605

Synopsis

Finally, together in one place, a comprehensive step-by-step career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

So You Want to Be a Financial Planner:
* Tells you what credentials you need
* Shows you where to find the best schools for licensing and registration
* Clearly defines how commission and fee-only planners differ
* Provides a planner's "toolbox" of hardware, software and internet sites
* Cuts through the maze of regulatory red tape
* Gives you proven marketing techniques to jump-start your practice

About this title

About the Author

Nancy Langdon Jones, CFP, MS, ATA, CSA is President of NLJones, Inc., a fee-only financial planning firm in Upland, California. She has taught all courses leading to the CFP certification exam. In 2002, readers of Financial Planning selected Nancy One of the Most Influential People in the Profession.

Edition details

• Publisher: Advisor Pr
• Publication date: 1605
• Language: English
• ISBN 10: 1603530002
• ISBN 13: 9781603530002
• Binding: Paperback