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Getting Started as a Financial Planner

Getting Started as a Financial Planner

Author: Jeffrey H. Rattiner

Publisher: John Wiley and Sons

ISBN: 0470885548

Category: Business & Economics

Page: 368

View: 960

There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Getting Started in Options
Language: en
Pages: 256

Getting Started in Options

Authors: Michael C. Thomsett
Categories: Business & Economics
Type: BOOK - Published: 2007-08-13 - Publisher: John Wiley & Sons

Discover the Dynamic World of Options Investing Getting Started In Options Seventh Edition Many people fail to capitalize on the potentially lucrative opportunities that options present, simply because they don't fully understand how options work. But with Getting Started in Options, Seventh Edition, author Michael C. Thomsett looks to change
Getting Started in Commodities
Language: en
Pages: 507

Getting Started in Commodities

Authors: George A. Fontanills
Categories: Business & Economics
Type: BOOK - Published: 2007 - Publisher: John Wiley & Sons

An introduction to the commodities market shows readers how to successfully invest in futures, stocks, stock indices, and options, explaining how the commodities market works, how to identify and track investment opportunities, the fundamentals of money management, how to find the right broker, and more. Original.
AARP Getting Started in Hedge Funds
Language: en
Pages: 185

AARP Getting Started in Hedge Funds

Authors: Daniel A. Strachman
Categories: Business & Economics
Type: BOOK - Published: 2011-12-12 - Publisher: John Wiley & Sons

AARP Digital Editions offer you practical tips, provensolutions, and expert guidance. The hedge fund industry has been reeling in the wake of recentPonzi schemes and insider trading scandals as well as the loss ofbillions of dollars in assets under management due to fundclosures. Getting Started in Hedge Funds, Third Editionfocuses
Getting Started in Hedge Funds
Language: en
Pages: 208

Getting Started in Hedge Funds

Authors: Daniel A. Strachman
Categories: Business & Economics
Type: BOOK - Published: 2011-04-18 - Publisher: John Wiley & Sons

The book on hedge fund basics, completely updated to reflect today’s post-crisis industry The hedge fund industry has been reeling in the wake of recent Ponzi schemes and insider trading scandals as well as the loss of billions of dollars in assets under management due to fund closures. Getting Started
Getting Started in Real Estate Investing
Language: en
Pages: 368

Getting Started in Real Estate Investing

Authors: Michael C. Thomsett
Categories: Business & Economics
Type: BOOK - Published: 2009-04-27 - Publisher: John Wiley & Sons

Real Estate A MUST-READ GUIDE TO REAL ESTATE INVESTING DURING TURBULENT TIMES GETTING STARTED IN REAL ESTATE INVESTING THIRD EDITION Given the current state of the economy, you might be asking yourself if right now is the right time to be investing in real estate. With the third edition of

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