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Author : College for Financial Planning
Publisher :
ISBN 13 :
Total Pages : 238 pages
Book Rating : 4.:/5 (35 download)
Download or read book The Financial Planner's Desk Reference written by College for Financial Planning and published by . This book was released on 1993 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : National Endowment for Financial Education
Publisher : Irwin Professional Pub
ISBN 13 : 9781884383014
Total Pages : 242 pages
Book Rating : 4.3/5 (83 download)
Download or read book The Financial Planner's Desk Reference written by National Endowment for Financial Education and published by Irwin Professional Pub. This book was released on 1994 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial world is constantly buzzing with new jargon, acronyms, and terminology. Financial planning professionals who don't understand the language can be lost. This desk reference will end the confusion and help financial planners maximize the variety of financial instruments and opportunities available. Includes approximately 250 terms, with detailed, comprehensive yet easy-to-understand definitions.
Author : Andrew F. Siegel
Publisher : McGraw-Hill/Irwin
ISBN 13 : 9780074132487
Total Pages : pages
Book Rating : 4.1/5 (324 download)
Download or read book The Financial Planner's Desk Reference written by Andrew F. Siegel and published by McGraw-Hill/Irwin. This book was released on 1994-08-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Daniel Collison
Publisher : Thomson Carswell
ISBN 13 : 9780779854868
Total Pages : 563 pages
Book Rating : 4.8/5 (548 download)
Download or read book Financial Advisor's Guide to Excellence written by Daniel Collison and published by Thomson Carswell. This book was released on 2013 with total page 563 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ken Little
Publisher : Penguin
ISBN 13 : 1440696969
Total Pages : 900 pages
Book Rating : 4.4/5 (46 download)
Download or read book Personal Finance Desk Reference written by Ken Little and published by Penguin. This book was released on 2007-04-03 with total page 900 pages. Available in PDF, EPUB and Kindle. Book excerpt: One-stop shopping for all things financial. Personal finances are becoming more and more complex, and this is the only comprehensive reference book on this sprawling subject. Beginning with the basics of financial planning (budgeting, interest, banking, insurance, and debt), this helpful guide goes on to cover everything people need to know about handling just about every aspect of their financial world, including investing, taxes, retirement, estate planning, and more.
Author : Daniel E. McKenzie Esq
Publisher : Lulu.com
ISBN 13 : 1684705851
Total Pages : 90 pages
Book Rating : 4.6/5 (847 download)
Download or read book The Financial Advisor's Estate Planning Desk Reference: How to deepen your relationships with your clients, provide even better service to them, and increase their whole family’s loyalty towards you written by Daniel E. McKenzie Esq and published by Lulu.com. This book was released on 2019-07-03 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: Despite what your compliance department may tell you about being forbidden from giving your clients legal advice, the service you provide to them requires you to advise your clients on critical estate planning decisions all the time. Because your financial advice will significantly impact the eventual administration and distribution of your clients? estates, it is crucial that you understand how that advice works together and fits in with their wills, trusts, and powers of attorney. This book will help you separate yourself from your competitors by giving you a sophisticated understanding of this important part of helping your clients grow and protect their wealth.
Author : Jack Alexander
Publisher : John Wiley & Sons
ISBN 13 : 1119491487
Total Pages : 647 pages
Book Rating : 4.1/5 (194 download)
Download or read book Financial Planning & Analysis and Performance Management written by Jack Alexander and published by John Wiley & Sons. This book was released on 2018-06-13 with total page 647 pages. Available in PDF, EPUB and Kindle. Book excerpt: Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.
Author : Jonathan D. Pond
Publisher : Prentice Hall
ISBN 13 :
Total Pages : 568 pages
Book Rating : 4.E/5 ( download)
Download or read book Financial Advisor's Desk Reference written by Jonathan D. Pond and published by Prentice Hall. This book was released on 1992 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mitch Anthony
Publisher : Dearborn Trade Publishing
ISBN 13 : 9780793149544
Total Pages : 280 pages
Book Rating : 4.1/5 (495 download)
Download or read book Your Clients for Life written by Mitch Anthony and published by Dearborn Trade Publishing. This book was released on 2002 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.
Author : Coventry House Publishing
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)
Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ben Stein
Publisher : ReadHowYouWant.com
ISBN 13 : 1458770311
Total Pages : 314 pages
Book Rating : 4.4/5 (587 download)
Download or read book Yes, You Can Get a Financial Life written by Ben Stein and published by ReadHowYouWant.com. This book was released on 2010-03 with total page 314 pages. Available in PDF, EPUB and Kindle. Book excerpt: Life is not lived all at once - it's lived in moments, days, months, years, and decades. This means that the financial plans and actions we all have to take to meet our responsibilities sensibly must be organized by years and decades. Ben Stein wrote the original guide to this subject almost a quarter century ago. Now, Ben, along with Phil DeMuth, the eminent financial planner and writer, have gotten together to update the book, incorporating the massive changes that have occurred in the economy in the past 25 years. This book tells you what and when to save, how much to save, what to save it in, when to spend, and when to say no to your present and yes to your future. Yes, You Can Get A Financial Life! is a time-traveling guidebook on how to organize the money side of your life for all of the decades of your life.
Author : CFP Board
Publisher : Wiley
ISBN 13 : 9781118560860
Total Pages : 0 pages
Book Rating : 4.5/5 (68 download)
Download or read book The Financial Planning Competency Handbook, + Website written by CFP Board and published by Wiley. This book was released on 2013-04-01 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
Author : John E. Grable
Publisher : John Wiley & Sons
ISBN 13 : 1119350778
Total Pages : 216 pages
Book Rating : 4.1/5 (193 download)
Download or read book Communication Essentials for Financial Planners written by John E. Grable and published by John Wiley & Sons. This book was released on 2017-02-02 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
Author : Nancy Langdon Jones
Publisher : Advisorpress
ISBN 13 : 9780971443655
Total Pages : 0 pages
Book Rating : 4.4/5 (436 download)
Download or read book So You Want to be a Financial Planner written by Nancy Langdon Jones and published by Advisorpress. This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John E. Sestina
Publisher : John Wiley & Sons
ISBN 13 : 0471436704
Total Pages : 256 pages
Book Rating : 4.4/5 (714 download)
Download or read book Fee-Only Financial Planning written by John E. Sestina and published by John Wiley & Sons. This book was released on 2002-02-28 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: J.K. Lasser Pro(TM) Before You Plan, Consult J.K.Lasser Innovative Planning That Benefits Professionals and Clients What does it take to be a successful fee-only financial planner? According to John Sestina, acclaimed "father of fee-only financial planning," the only special qualifications are a genuine desire to help people, an ability to listen, and a commitment to lifelong learning. Fee-Only Financial Planning introduces financial planners to the newest, fastest-growing niche in the financial planning field-fee for service rather than commission-based planning. Fee-only planning is attractive to the growing number of clients who want to avoid the long-term payments, lack of objectivity, limited choices, or conflict of interest that can occur with a commission-based payment structure. In his comprehensive how-to guide and easy-to-use reference, John Sestina provides in-depth coverage of the financial planning field. He covers such topics as: * The advantages and disadvantages of fee-only planning for both client and planner * Making the transition from commission-based to fee-based planning * Building a profitable practice with varied client bases * Tailoring to your own work style the system Sestina developed over 35 years of successful private practice * Developing and maintaining productive client relationships For professionals wondering whether fee-only financial planning is in their future, or for anyone in financial services who wants to stay current, Fee-Only Financial Planning is an eye-opening introduction to one of the financial world's freshest, richest entrepreneurial careers.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 945 pages
Book Rating : 4.1/5 (19 download)
Download or read book CFP Board Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 945 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it.
Author :
Publisher : Penguin
ISBN 13 : 1615644881
Total Pages : 1345 pages
Book Rating : 4.6/5 (156 download)
Download or read book Every Manager's Desk Reference written by and published by Penguin. This book was released on 2002-01-01 with total page 1345 pages. Available in PDF, EPUB and Kindle. Book excerpt: What questions do you ask in a job interview to effectively understand your candidate? How do you motivate a team? And, it's time for performance reviews! Sometimes it seems like being a manager can be a sea of unanswered questions--how to calculate Return on Investment or manage your stress level? Every Manager's Desk Reference comes to the rescue! Packed with self-contained sections of how-to's, this book can help you with everything from a business presentation to running an effective meeting.
