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Sale

Getting Started as a Financial Planner

by Jeffrey H. Rattiner
Save up to 57%
Compare to estimated retail price: S$112.58  

The item you've got your eye on is secondhand. You probably already know that, but just in case!

The estimated retail price shown next to any listed item represents the first-hand prices we've seen elsewhere, or the estimated original retail price of a comparable item of the same quality, construction and material offered elsewhere in new condition.

Getting Started as a Financial Planner - Thryft
Getting Started as a Financial Planner - Thryft

Jumpstart your financial planning career

This book could be a good read for someone looking to enter the financial planning profession. It covers the basics of what financial planners do and provides insight on where the field is headed, making it a valuable resource for beginners. Readers may appreciate the practical advice and real-world examples shared by the author.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.
Sale

Getting Started as a Financial Planner

by Jeffrey H. Rattiner
Save up to 57%
Compare to estimated retail price: S$112.58  

The item you've got your eye on is secondhand. You probably already know that, but just in case!

The estimated retail price shown next to any listed item represents the first-hand prices we've seen elsewhere, or the estimated original retail price of a comparable item of the same quality, construction and material offered elsewhere in new condition.

Condition guide

Book Condition Guide

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This is a well-read book, which means that the previous owner probably really enjoyed it! The cover and pages may include moderate foxing and annotations, but the text is not obscured and still readable. Moderate cosmetic defects and minor water damage may be present on the edges of the book. For paperbacks, there may be multiple crease marks on the spine.

*Books may be missing bundle media (e.g. CD, e-book code), if included.

 

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ISBN: 9781576600351
Authors: Jeffrey H. Rattiner
Publisher: Bloomberg Press
Date of Publication: 2000-01-01
Format: Hardcover
Related Collections: Business, Personal Development
Related Topics: Entrepreneurship, Finance, Management, Business, Personal Development, Productivity
Goodreads rating: 3.79
(rated by 39 readers)

Description

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 this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan.Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
 

Jumpstart your financial planning career

This book could be a good read for someone looking to enter the financial planning profession. It covers the basics of what financial planners do and provides insight on where the field is headed, making it a valuable resource for beginners. Readers may appreciate the practical advice and real-world examples shared by the author.

Note: While we do our best to ensure the accuracy of cover images, ISBNs may at times be reused for different editions of the same title which may hence appear as a different cover.