Fundamentals of Financial Planning - 7th Edition - Couverture souple

Michael A. Dalton

Couverture souple

ISBN 10 : 194671139X ISBN 13 : 9781946711397

Editeur : Money Education, 2021

Synopsis

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. This is an essential text that puts fundamental academics into a real -life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

Détails de l'édition

• Éditeur: Money Education
• Date d'édition: 2021
• Langue: anglais
• ISBN 10: 194671139X
• ISBN 13: 9781946711397
• Reliure: Broché
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible