So You Want to Be a Financial Planner: Your Guide to a New Career (Eighth Edition)
| Author | : | |
| Rating | : | 4.62 (762 Votes) |
| Asin | : | B013Q76494 |
| Format Type | : | |
| Number of Pages | : | 596 Pages |
| Publish Date | : | 2016-03-28 |
| Language | : | English |
DESCRIPTION:
Wish I had started here! sal I am a 35yo career changer and damn I wish I had started with this book as soon as I started looking into the field. There are no magic formulas or anything but, it is a great breakdown of what the job is, and will become moving forward.If you are considering a move or just graduating, the first chapter and write-up in the appendix are worth the price of the book by t. Amazon Customer said Fabulous objective view of the Financial Planning business. Wished. Fabulous objective view of the Financial Planning business. Wished I would have found it years ago and saved myself a lot of trial and error.. "Must read for those interested in becoming a financial planner" according to Robert A. Moore. The financial planning profession is a wonderful, much-needed one -- but for far too long, there hasn't been much direction or advice for next generation talent interested in pursuing a financial planning career. There aren't widely-available answers to the tough questions about how to start or get your foot in the door as an advisor who really cares about financial p
She volunteered for the CFP Board Item Writing Committee (1994-1998) and wrote multiple-choice questions for the series exams. In 1999, and again in 2000, she was a panelist for the Los Angeles Times’ Investment Strategies Conference. In 1995, she began posting on Financial Planning Interactive and shortly thereafter was asked to help moderate their “Getting Started” discussion boards. For several years she was affiliated with a Broker/Dealer and prepared tax returns on her own. Today, she spends hours every month corresponding with individuals asking for guidance in making a career move to financial planning. About the Author In the early eighties, Nancy was a dissatisfied Realtor, having serious concerns with the proliferation of “creative financing” amon
She applied for a position as adjunct faculty with the College for Financial Planning (1986-1994) and taught every course in the required CFP® curriculum while earning her Masters in Financial Planning and the designation Accredited Tax Advisor from the same institution. In the early eighties, Nancy was a dissatisfied Realtor, having serious concerns with the proliferation of “creative financing” among lenders. S
Here is everything you need to know – from getting the right credentials to getting the right clients. Follow updated case histories from more than two dozen successful financial planners. You’ll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today’s thriving financial planning profession. Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable ‘how to’ guidance, including specific sources to get you educated, registered and up and running a profitable business as soon a