So You Want to Be a Financial Planner 3rd Edition

Langdon Jones, Nancy

ISBN 10: 0971443653 / ISBN 13: 9780971443655

Published by AdvisorPress, 2005

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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

From the Publisher: * Concise, usable career resource.
* CD-ROM with internet references and additional resources.

Bibliographic Details

Title: So You Want to Be a Financial Planner 3rd ...
Publisher: AdvisorPress
Publication Date: 2005
Binding: Paperback
Condition: Very Good
Edition: 3rd Edition