Articles liés à [GBS] GET STARTED AS A FINANCIAL PLANNE

[GBS] GET STARTED AS A FINANCIAL PLANNE - Couverture rigide

Rattiner CPA CFP, Jeffrey H

 
9781576600351: [GBS] GET STARTED AS A FINANCIAL PLANNE

Synopsis

Book by Rattiner CPA CFP Jeffrey H Rattiner Jeffrey H

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Revue de presse

"When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner ."
– Investment Advisor    

"A must–read for emerging financial planners."
– Advisor Today     

"For anyone entering the profession or transitioning to financial planning from a related field, Getting Started as a Financial Planner is well worth reading. Experienced planners who never seem to find the time to do practice planning should also benefit." 
– Horsesmouth.com

Biographie de l'auteur

Jeffrey H. Rattiner, CPA, CFP, MBA, is president and CEO of JR Financial Group, Inc., a financial planning, money management, and tax information firm. Formerly the director of professional development and corporate sponsorship for the Institute of Certified Financial Planners, he also served as director of technical standards and as a technical manager of the Personal Financial Planning Division of the AICPA. He is the author of several books and a monthly columnist for Financial Planning magazine.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.