Getting started as a financial planner [electronic resource] / Jeffrey H. Rattiner.
"A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.
Record details
- ISBN: 9780470883532 (electronic bk.)
- ISBN: 0470883537 (electronic bk.)
- ISBN: 9780470885543 (electronic bk.)
- ISBN: 0470885548 (electronic bk.)
- Physical Description: 1 online resource (xiii, 345 p.)
- Edition: Rev. and updated ed.
- Publisher: New York, N.Y. : Bloomberg Press, c2005.
Content descriptions
Bibliography, etc. Note: | Includes bibliographical references p. (304-304) and index. |
System Details Note: | Requires OverDrive Media Console |
Source of Description Note: | Description based on print version record. |
Search for related items by subject
Subject: | Financial planners > United States. Investment advisors > United States. Finances > Planification. Investissements de capitaux. |
Genre: | EBOOK. Electronic books. |