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Getting started as a financial planner Cover Image E-book E-book

Getting started as a financial planner [electronic resource] / Jeffrey H. Rattiner.

Summary:

"A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.

Record details

  • ISBN: 9780470883532 (electronic bk.)
  • ISBN: 0470883537 (electronic bk.)
  • ISBN: 9780470885543 (electronic bk.)
  • ISBN: 0470885548 (electronic bk.)
  • Physical Description: 1 online resource (xiii, 345 p.)
  • Edition: Rev. and updated ed.
  • Publisher: New York, N.Y. : Bloomberg Press, c2005.

Content descriptions

Bibliography, etc. Note:
Includes bibliographical references p. (304-304) and index.
System Details Note:
Requires OverDrive Media Console
Source of Description Note:
Description based on print version record.
Subject: Financial planners > United States.
Investment advisors > United States.
Finances > Planification.
Investissements de capitaux.
Genre: EBOOK.
Electronic books.

Electronic resources



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