Getting started as a financial planner

著者

    • Rattiner, Jeffrey H.

書誌事項

Getting started as a financial planner

Jeffrey H. Rattiner

Bloomberg Press, 2005

Rev. and updated ed

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注記

Summary: "A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher

Includes bibliographical references (p. 304-307) and index

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