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So You Want to Be a Financial Planner: Your Guide to a New Career 4th Edition

Author Nancy Langdon Jones
Publisher AdvisorPress
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55.00 USD
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Book Details
PublisherAdvisorPress
ISBN / ASIN1603530002
ISBN-139781603530002
Sales Rank2,056,274
MarketplaceUnited States 🇺🇸

Description

Finally, together in one place, a comprehensive step-by-step career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

So You Want to Be a Financial Planner:
* Tells you what credentials you need
* Shows you where to find the best schools for licensing and registration
* Clearly defines how commission and fee-only planners differ
* Provides a planner's "toolbox" of hardware, software and internet sites
* Cuts through the maze of regulatory red tape
* Gives you proven marketing techniques to jump-start your practice