Financial planning for CPAs

著者

書誌事項

Financial planning for CPAs

Phyllis Bernstein, Linda Lach, Jim H. Ainsworth

J. Wiley, 2000

2nd ed

  • : pbk., alk. paper

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注記

Includes index

内容説明・目次

内容説明

Personal Financial Planning (PFP) is the process of designing financial strategies and making planning decisions that, when implemented, are intended to help clients to achieve personal financial planning goals. This text shows how to facillitate a successful transition from a traditional CPA practice to financial planning and investment advisory services. It focuses on developing the practice and offering advice on how to convert existing clients to financial planning, communication techniques, structuring and investment advisory entity, monitoring and measuring planning results. Case studies from experienced and successful financial planners offer tips in setting up and growing a practice, and guidance on how to search for the best financial planning software is also provided. New material for this edition includes a sample agenda for financial planning client meetings, business plans for financial planning and sample financial planning budgets.

目次

  • Introduction: Expanding Your Practice with Financial Planning
  • ATTITUDE: YOU MUST BE POSITIVE ABOUT YOURSELF, YOUR CAREER, AND YOUR STAFF
  • Attitude Is Everything
  • Conserving Your Most Valuable Resource Time
  • Finding the Time and Resources to Expand Your Practice
  • SELLING: MARKETING FINANCIAL PLANNING SERVICES
  • Generating Sales Using TOPS
  • Designing a Marketing Plan Finding Your Niche
  • Selling Financial Planning Services during Tax Season
  • Implementing Plans
  • Using Mailers and Tangibles
  • Marketing to Small Businesses
  • Success with Seminars
  • Other Marketing Tips
  • GETTING STARTED: THE PRACTICE ISSUES
  • The Personal Financial Planning Engagement
  • Should You Partner with a Broker-Dealer?
  • What Should Financial Planners Look for in a Broker-Dealer?
  • Registering as an Investment Advisor
  • Regulatory Compliance for Registered Investment Advisors
  • How to Establish an Investment Management Service
  • Licenses and Registrations
  • TECHNICAL: THE TOOLS AND PRODUCTS OF FINANCIAL PLANNING
  • Investment Planning
  • Education Funding
  • Risk Management and Insurance Concepts
  • Retirement Planning: The Process and the Plans
  • Long-Term Care
  • Estate Planning
  • Asset Protection
  • Index.

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