||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||"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 ...
[PDF.rb51] Getting Started as a Financial Planner (Bloomberg) Rating: 4.98 (701 Votes)
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You can specify the type of files you want, for your device.Getting Started as a Financial Planner (Bloomberg) | Jeffrey H. Rattiner. A good, fresh read, highly recommended.
