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