Financial planning for CPAs
著者
書誌事項
Financial planning for CPAs
(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.
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