The New financial planner : a guide to client service /
Bertot, Cathey H.
The New financial planner : a guide to client service / Cathey H. Bertot - Homewood, Illinois : Dow Jones-Irwin, c1986 - xvi, 266 pages ; 24 cm.
Includes index.
Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.
Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.
870945874
FINANCE
HG 179.5 .B47 1986
The New financial planner : a guide to client service / Cathey H. Bertot - Homewood, Illinois : Dow Jones-Irwin, c1986 - xvi, 266 pages ; 24 cm.
Includes index.
Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning.
Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills.
870945874
FINANCE
HG 179.5 .B47 1986