| 000 | 01189nam a2200217Ia 4500 | ||
|---|---|---|---|
| 003 | NULRC | ||
| 005 | 20250520100555.0 | ||
| 008 | 250520s9999 xx 000 0 und d | ||
| 020 | _a870945874 | ||
| 040 | _cNULRC | ||
| 050 | _aHG 179.5 .B47 1986 | ||
| 100 |
_aBertot, Cathey H. _eauthor |
||
| 245 | 4 |
_aThe New financial planner : _ba guide to client service / _cCathey H. Bertot |
|
| 260 |
_aHomewood, Illinois : _bDow Jones-Irwin, _cc1986 |
||
| 300 |
_axvi, 266 pages ; _c24 cm. |
||
| 504 | _aIncludes index. | ||
| 505 | _aPart One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning. | ||
| 520 | _aFinancial 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. | ||
| 650 | _aFINANCE | ||
| 942 |
_2lcc _cBK |
||
| 999 |
_c8349 _d8349 |
||