Getting Started as a Financial Planner, Revised and Updated Edition
- 5h 14m
- Jeffrey H. Rattiner
- Bloomberg L.P.
- 2005
Breaking into the lucrative financial planning field has never been so easy!
Includes:
- A thought-provoking overview of the financial planning career
- Ten “must do’s” to get started as a planner
- A step-by-step process to build a solid business plan
- Essential tips on how to market your practice
- A systematic, turnkey approach to the art of client management
- Extensive discussion of the importance and practice of communicating with clients
- Certification requirements and laws affecting federal and state compliance
- A new chapter on running an integrated practice
- Organizations, software tools, websites, and other essential resources
- Updates on the latest industry trends and regulations
About the Author
Jeffrey H. Rattiner, CPA, CFP, M.B.A., is president and chief executive officer of the JR Financial Group, Inc., a financial planning, money management, and tax information firm with offices in Centennial, Colorado, and Scottsdale, Arizona. He is also the founder of the nationwide Financial Planning Fast Track educational program that trains advisers to become Certified Financial Planner (CFP) licensees in an accelerated alternative format.
A popular speaker and frequently quoted practitioner, Mr. Rattiner has authored several books including Rattiner'sReview for the CFP Certification Examination Fast Track Study Guide (Wiley, 2003) and Rattiner's Financial Planner's Bible (Wiley, 2002). He writes a monthly column for Financial Planning magazine and has served in director capacities in several industry organizations including the Institute of Certified Financial Planners, the Certified Financial Planner Board of Standards, and the Personal Financial Planning Division of the American Institute of Certified Public Accountants. Mr. Rattiner received a Bachelor of Business Administration (B.B.A.) from Bernard M. Baruch College and a Master of Business Administration (M.B.A.) from Hofstra University.
In this Book
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The World of Financial Planning
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Foundations of A Financial Planning Career
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Developing a Client Management System
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The Spectrum of Financial Planning
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Compliance and Legal Issues
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Building the Practice Infrastructure
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Marketing Your Practice
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The Art of Client Communication
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Running An Integrated Practice
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Resources and Training
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Continuing-Education Exam for CFP Continuing-Education Credit and PACE Recertification Credit
