Readings in Financial Planning

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Publisher : Amer College
ISBN 13 : 9781579960308
Total Pages : 568 pages
Book Rating : 4.9/5 (63 download)

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Book Synopsis Readings in Financial Planning by : David Mark Cordell

Download or read book Readings in Financial Planning written by David Mark Cordell and published by Amer College. This book was released on 2001 with total page 568 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Readings in Financial Planning

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Author :
Publisher : Professional Book Distributors
ISBN 13 : 9780943590080
Total Pages : pages
Book Rating : 4.5/5 (9 download)

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Book Synopsis Readings in Financial Planning by : Robert M. Crowe

Download or read book Readings in Financial Planning written by Robert M. Crowe and published by Professional Book Distributors. This book was released on 1987 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Readings in Financial Planning

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Author :
Publisher :
ISBN 13 : 9781579960728
Total Pages : 0 pages
Book Rating : 4.9/5 (67 download)

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Book Synopsis Readings in Financial Planning by : David M. Cordell

Download or read book Readings in Financial Planning written by David M. Cordell and published by . This book was released on 2003 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Selected Readings in Financial Planning for the Retired

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Author :
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (328 download)

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Book Synopsis Selected Readings in Financial Planning for the Retired by : Mario A. Milletti

Download or read book Selected Readings in Financial Planning for the Retired written by Mario A. Milletti and published by . This book was released on 1987 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Selected Readings in Financial Planning for the Retired

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Author :
Publisher : Irwin Professional Publishing
ISBN 13 : 9781556230127
Total Pages : 608 pages
Book Rating : 4.2/5 (31 download)

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Book Synopsis Selected Readings in Financial Planning for the Retired by : CFFP Staff

Download or read book Selected Readings in Financial Planning for the Retired written by CFFP Staff and published by Irwin Professional Publishing. This book was released on 1987-04 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Fundamentals of Financial Planning

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Author :
Publisher :
ISBN 13 : 9781936602032
Total Pages : 776 pages
Book Rating : 4.6/5 (2 download)

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Book Synopsis Fundamentals of Financial Planning by : Michael A. Dalton

Download or read book Fundamentals of Financial Planning written by Michael A. Dalton and published by . This book was released on 2011 with total page 776 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Dumb Things Smart People Do with Their Money

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Author :
Publisher : Ballantine Books
ISBN 13 : 0525622187
Total Pages : 290 pages
Book Rating : 4.5/5 (256 download)

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Book Synopsis The Dumb Things Smart People Do with Their Money by : Jill Schlesinger

Download or read book The Dumb Things Smart People Do with Their Money written by Jill Schlesinger and published by Ballantine Books. This book was released on 2020-02-04 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: You’re smart. So don’t be dumb about money. Pinpoint your biggest money blind spots and take control of your finances with these tools from CBS News Business Analyst and host of the nationally syndicated radio show Jill on Money, Jill Schlesinger. “A must-read . . . This straightforward and pleasingly opinionated book may persuade more of us to think about financial planning.”—Financial Times Hey you . . . you saw the title. You get the deal. You’re smart. You’ve made a few dollars. You’ve done what the financial books and websites tell you to do. So why isn’t it working? Maybe emotions and expectations are getting in the way of good sense—or you’re paying attention to the wrong people. If you’ve started counting your lattes, for god’s sake, just stop. Read this book instead. After decades of working as a Wall Street trader, investment adviser, and money expert for CBS News, Jill Schlesinger reveals thirteen costly mistakes you may be making right now with your money. Drawing on personal stories and a hefty dose of humor, Schlesinger argues that even the brightest people can behave like financial dumb-asses because of emotional blind spots. So if you’ve saved for college for your kids before saving for retirement, or you’ve avoided drafting a will, this is the book for you. By following Schlesinger’s rules about retirement, college financing, insurance, real estate, and more, you can save money and avoid countless sleepless nights. It could be the smartest investment you make all year. Praise for The Dumb Things Smart People Do with Their Money “Common sense is not always common, especially when it comes to managing your money. Consider Jill Schlesinger’s book your guide to all the things you should know about money but were never taught. After reading it, you’ll be smarter, wiser, and maybe even wealthier.”—Chris Guillebeau, author of Side Hustle and The $100 Startup “A must-read, whether you’re digging yourself out of a financial hole or stacking up savings for the future, The Dumb Things Smart People Do with Their Money is a personal finance gold mine loaded with smart financial nuggets delivered in Schlesinger’s straight-talking, judgment-free style.”—Beth Kobliner, author of Make Your Kid a Money Genius (Even If You’re Not) and Get a Financial Life

The Investment Advisor Body of Knowledge + Test Bank

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118912349
Total Pages : 1155 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis The Investment Advisor Body of Knowledge + Test Bank by : IMCA

Download or read book The Investment Advisor Body of Knowledge + Test Bank written by IMCA and published by John Wiley & Sons. This book was released on 2015-03-05 with total page 1155 pages. Available in PDF, EPUB and Kindle. Book excerpt: The complete body of knowledge for CIMA candidates and professionals The 2015 Certified Investment Management Analyst Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book is laid out based on the six domains covered on the exam: I. Governance II. Fundamentals (statistics, finance, economics) III. Portfolio Performance and Risk Measurements IV. Traditional and Alternative Investments V. Portfolio Theory and Behavioral Finance VI. Investment Consulting Process

College Success

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Publisher :
ISBN 13 : 9781951693169
Total Pages : pages
Book Rating : 4.6/5 (931 download)

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Book Synopsis College Success by : Amy Baldwin

Download or read book College Success written by Amy Baldwin and published by . This book was released on 2020-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

CFP Board Financial Planning Competency Handbook

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119094984
Total Pages : 945 pages
Book Rating : 4.1/5 (19 download)

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Book Synopsis CFP Board Financial Planning Competency Handbook by : CFP Board

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.

The Financial Planning Workbook

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Financial Planning Workbook by : Coventry House Publishing

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:

Financial Analysis and Planning

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Author :
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (935 download)

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Book Synopsis Financial Analysis and Planning by : Cheng F. Lee

Download or read book Financial Analysis and Planning written by Cheng F. Lee and published by . This book was released on 1983 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Readings in Account Planning

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Author :
Publisher : Routledge
ISBN 13 : 9781887229364
Total Pages : 0 pages
Book Rating : 4.2/5 (293 download)

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Book Synopsis Readings in Account Planning by : Hart Weichselbaum

Download or read book Readings in Account Planning written by Hart Weichselbaum and published by Routledge. This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A compilation of some of the best thinking in the exciting and challenging field of account planning. Beginning with Stanley Pollit's "How I Started Account Planning," this great collection includes pieces from John Griffiths, Malcolm Gladwell, Merry Baskin, Paul Feldwick, John Heilleman, and many more.

Financial Analysis and Planning

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Author :
Publisher :
ISBN 13 :
Total Pages : 759 pages
Book Rating : 4.:/5 (935 download)

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Book Synopsis Financial Analysis and Planning by :

Download or read book Financial Analysis and Planning written by and published by . This book was released on 1983 with total page 759 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Readings in Financial Management

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Author :
Publisher :
ISBN 13 :
Total Pages : 482 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Readings in Financial Management by : Raymond G. Schultz

Download or read book Readings in Financial Management written by Raymond G. Schultz and published by . This book was released on 1970 with total page 482 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Selected Readings in Pre-Retirement Financial Planning

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Author :
Publisher : Probus Publishing Company
ISBN 13 : 9781557380005
Total Pages : 518 pages
Book Rating : 4.3/5 (8 download)

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Book Synopsis Selected Readings in Pre-Retirement Financial Planning by : Janet L. Walsh

Download or read book Selected Readings in Pre-Retirement Financial Planning written by Janet L. Walsh and published by Probus Publishing Company. This book was released on 1988-01-01 with total page 518 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Client Psychology

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Publisher : John Wiley & Sons
ISBN 13 : 1119440904
Total Pages : 340 pages
Book Rating : 4.1/5 (194 download)

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Book Synopsis Client Psychology by : CFP Board

Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-02-19 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.