Financial planning for CPAs

著者

    • Ainsworth, Jim H.

書誌事項

Financial planning for CPAs

Jim H. Ainsworth

(The CPA's practice guide series)

Wiley, c1996

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注記

Includes index

内容説明・目次

内容説明

This title not only gives practical advice on all aspects of developing and implementing a traditional financial plan, but also shows CPAs and other financial adivsors how and why they should recommend and sell financial products directly to their clients, thereby cutting out the middleman and boosting profits.

「Nielsen BookData」 より

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