Practicing Financial Planning for Professionals PDF Download

Author: Sid Mittra
Publisher: Publishnow.Net
ISBN: 9780979985508
Category : Finance, Personal
Languages : en
Pages : 0

View

Book Description
Starts with the basics and takes the practitioner on a journey that ends with completing a comprehensive financial plan.--From publisher Web site.

Author: Sid Mittra
Publisher: SAGE Publications Pvt. Limited
ISBN: 9789386042859
Category : Business & Economics
Languages : en
Pages : 0

View

Book Description
The use of inspiring pedagogical technique and the extensive teaching and practical experience of the authors in the field of financial planning sets this book apart. The theoretical and conceptual foundation of each major planning topic is first presented and then brought to life by skilfully weaving it through real-life cases and practical illustrations. The authors have taken special efforts to make the book user-friendly and relevant for the CFP® designation aspirants.

Author: Mark C. Tibergien
Publisher: John Wiley and Sons
ISBN: 0470884983
Category : Business & Economics
Languages : en
Pages : 355

View

Book Description
Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition planning for their firms loom large. A sale? A partner buyout? A merger? No matter what the choice, its viability hinges on one critical issue—the value of the firm. Unfortunately, many advisers--whether veteran or novice—simply don't know the worth of their practice or how to influence it. That's why How to Value, Buy, or Sell a Financial-Advisory Practice is such an important book. It takes advisers carefully through the logic and the legwork of coming to a true assessment of one of their most important personal assets—their business. Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

Author: David Edward Marcinko
Publisher: Jones & Bartlett Learning
ISBN: 9780763745790
Category : Business & Economics
Languages : en
Pages : 350

View

Book Description
Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.

Author: CFP Board
Publisher: John Wiley & Sons
ISBN: 1119440904
Category : Business & Economics
Languages : en
Pages : 340

View

Book Description
A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.

Author:
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 926

View

Book Description

Author: Coventry House Publishing
Publisher: Coventry House Publishing
ISBN:
Category : Business & Economics
Languages : en
Pages : 125

View

Book Description

Author: Bryan Sweet
Publisher:
ISBN: 9781732973459
Category :
Languages : en
Pages :

View

Book Description
Have you dreamt of becoming the Ultimate Financial Advisor but don't know where to start? This book by Bryan Sweet, Brittany Anderson & Draye Redfern reveals the 12 pillars that are necessary to set you up for success and help you grow your financial advisory business exponentially. Not only will you uncover the strategies, marketing, systems needed to be successful, but you will also learn how to build your dream team along with the step-by-step path to actually implement all of your best ideas into your practice to reach your ultimate goals as a financial advisor.

Author: Roy T. Diliberto
Publisher: Advisorpress
ISBN: 9780975344842
Category : Finance, Personal
Languages : en
Pages : 198

View

Book Description
Financial Planning?The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives focuses on the way to structure a practice to ensure financial planners are focused on their clients' needs. A specialist in financial life planning, Diliberto challenges the notion of asset-centered financial planning in favor of the client-centered approach. He uses stories, personal examples, and wisdom from his career to discuss how to plan holistically from the starting point'who is your client and what are their personal goals and needs?Not focused solely on the relationship with the client, Diliberto shines a bright light on the practice itself. He examines how a firm is structured, who is part of the financial planning team, compensation, and effective and reasonable marketing for the financial planning firm.

Author: John E. Grable
Publisher: John Wiley & Sons
ISBN: 1119350778
Category : Business & Economics
Languages : en
Pages : 216

View

Book Description
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond "hearing" their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.