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.