Getting Started as a Financial Planner: Revised and Updated Edition

Rattiner, Jeffrey H.

Published by Bloomberg Press, 2005
ISBN 10: 1576601854 / ISBN 13: 9781576601853
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Synopsis: 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.

About the Author: JEFFREY H. RATTINER, CPA, CFP, MBA, RFC, is President of the JR Financial Group, Inc., a multipurpose holding company serving consumers and the financial services industry. He has created Financial Planning Fast Track, an innovative and accelerated educational program assisting students in satisfying the rigorous CFP Certification Examination requirements. He has been a leading trainer for financial services companies such as Wells Fargo, SunAmerica, Merrill Lynch, First Tennessee, the AICPA, California CPA Education Foundation, and TIAA-CREF. He is the author of Getting Started as a Financial Planner, the editor in chief of Personal Financial Planning Monthly, and a columnist for Financial Planning magazine. He can be reached at jeff@jrfinancialgroup.com or (720) 529-1888.

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Title: Getting Started as a Financial Planner: ...
Publisher: Bloomberg Press
Publication Date: 2005
Binding: Hardcover
Book Condition: Very Good

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