Reference Guide for Financial Planners 2012

Reference Guide for Financial Planners 2012

Financial Planners Desk Reference 2012

eBook - 2012
Rate this:
We designed this book as a reference guide for professionals serving clients on a wide variety of individual financial issues. Although we elected to follow the comprehensive 78 topics tested on the CFP Certification Examination, insurance and securities professionals have also found this reference guide to be extremely helpful in serving their clients. This book will help you stay up-to-date because it includes the 2012 key facts and figures you need to serve your clients. The topics covered in this guide include the following areas: ? Financial Planning ? Insurance Planning ? Investment Planning ? Income Tax Planning ? Retirement Planning ? Estate Planning ? Interpersonal Communication ? Professional Conduct and Fiduciary Responsibility. While there is some overlap and repetition of material among the topics, this repetition is a result of the interrelated issues of comprehensive financial planning. We hope the concise but complete treatment of each topic will help save you valuable time in serving your clients.
Publisher: [Place of publication not identified] : Keir Educational Resources, 2012.
ISBN: 9781937404116
Characteristics: 1 online resource (769 p.)


From the critics

Community Activity


Add a Comment

There are no comments for this title yet.


Add Age Suitability

There are no ages for this title yet.


Add a Summary

There are no summaries for this title yet.


Add Notices

There are no notices for this title yet.


Add a Quote

There are no quotes for this title yet.

Explore Further

Subject Headings


Find it at PCCLD

To Top