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Getting Started as a Financial Planner (Bloomberg)

Jeffrey H. Rattiner




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 | #1054025 in eBooks |  2010-05-21 |  2010-05-21 | File type: PDF

||0 of 0 people found the following review helpful.| Disappointed|By S. Trojan|Just bought the book. I am a CPA and still new to financial planning, but I have been licensed for a while. I still consider myself as a beginner, so I thought this book would be useful. I was very disappointed at the lack of details in the book. I was hoping for more real-life examples, more checklists and templates. If you never have put your toes i| |"When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner."|- Investment Advisor    ||"A must-read for emerging financial planners."|- Advisor Today <

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 t...

You easily download any file type for your device.Getting Started as a Financial Planner (Bloomberg)   |  Jeffrey H. Rattiner. Just read it with an open mind because none of us really know.

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