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Jeffrey H. Rattiner Getting Started as a Financial Planner. Revised and Updated Edition


A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies.

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Jeffrey Rattiner H. Getting Started as a Financial Planner


There has never been more opportunity for financial planners–or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, «Why do you want to be a financial planner?» the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.

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Jeffrey Rattiner H. Personal Financial Planning for Divorce


An insider's guide on how professionals and consumers can minimize damages in the divorce process Anyone planning for a divorce needs to learn strategies necessary to safeguard assets in advance of filing, how to cope with issues beyond their control, minimize the damage, and effectively plan going forward after the divorce. Personal Financial Planning for Divorce is an insider's guide on how both professionals and consumers can prepare for, work through, negotiate, and plan equitable divorce settlements. This helpful guide Contains all the guidelines for reducing damage throughout the difficult process of divorce Includes examples of how not to handle the divorce process and how these issues should be handled Provides checklists, planning charts, forms and tables Features strategies to safeguard assets in advance of filing for divorce and how to cope with issues beyond your control Personal Financial Planning for Divorce covers the many issues to help you understand exactly how divorce will affect you financially.

5939.83 RUR

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Jeffrey Rattiner H. Rattiner's Review for the CFP(R) Certification Examination, Fast Track Study Guide


A CFP® Study Guide that delivers what you need to succeed! This quick study guide for candidates preparing to take the CFP® Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Covering some of the most important disciplines of financial planning– insurance, employee benefit, investment, income tax, retirement, estate, and general planning– this text provides a no-nonsense approach to studying that includes: A highly logical and efficient format An in-depth outline of core essentials Explanations of all relevant exposures complete with solutions and practical examples Key points, exam tips, multiple choice, and mini—case study questions Mnemonic devices and study techniques to reinforce key points A format that directly parallels the CFP Board’s topic requirements and more! Order your copy today!

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Howard Ruff, Ruff Safely Prosperous or Really Rich. Choosing Your Personal Financial Heaven


Книга "Safely Prosperous or Really Rich. Choosing Your Personal Financial Heaven".

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James Cunningham Six Steps to Permanent Personal and Professional Financial Independence


Книга "Six Steps to Permanent Personal and Professional Financial Independence".

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W. Michael Munion, Jeffrey K. Zeig Milton H Erickson


Книга "Milton H Erickson".

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Terra Taylor Partnerships in Mental Health - Effective Referral and Collaboration between Financial Professionals Psychologists


Financial professionals are dealing with more than money, and are thus advocating a personal counselling framework to deal with financial issues. Articles from academic and popular journals are discussing this new perspective on financial planning and services offered to clients. This new spin finds financial personnel going beyond money and including personal counselling content. The problem with traditional financial counselling is that financial personnel are trained to deal with numbers and money, but are not trained to counsel personal issues. Therefore, considering the potential ramifications, it is imperative that financial and psychological professionals work effectively together. The goal of addressing this partnership deficit, found within this book, is to increase service delivery to clients, both from financial as well as psychological perspectives. Ultimately, this book examines connections between financial and personal issues and how this leads to the need for referral and collaboration between financial professionals and psychologists.

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Robert T. Gemmell Self-Managed Superannuation in Retirement. A Personal History through the Global Financial Crisis


Книга "Self-Managed Superannuation in Retirement. A Personal History through the Global Financial Crisis".

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Russ Whitney Building Wealth. Achieving Personal and Financial Success in Real Estate Business Without Money, Credit, or Luck


Книга "Building Wealth. Achieving Personal and Financial Success in Real Estate and Business Without Money, Credit, or Luck".

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Susan Reynolds, Robert Bexton The Everything Guide to Personal Finance for Single Mothers. A Step-By-Step Plan Achieving Financial Independence


Книга "The Everything Guide to Personal Finance for Single Mothers. A Step-By-Step Plan for Achieving Financial Independence".

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Derrick Kinney Master the Media to Attract Your Ideal Clients. A Personal Marketing System for Financial Professionals


Книга "Master the Media to Attract Your Ideal Clients. A Personal Marketing System for Financial Professionals".

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Terra Taylor Partnerships in Mental Health


Financial professionals are dealing with more than money, and are thus advocating a personal counselling framework to deal with financial issues. Articles from academic and popular journals are discussing this new perspective on financial planning and services offered to clients. This new spin finds financial personnel going beyond money and including personal counselling content. The problem with traditional financial counselling is that financial personnel are trained to deal with numbers and money, but are not trained to counsel personal issues. Therefore, considering the potential ramifications, it is imperative that financial and psychological professionals work effectively together. The goal of addressing this partnership deficit, found within this book, is to increase service delivery to clients, both from financial as well as psychological perspectives. Ultimately, this book examines connections between financial and personal issues and how this leads to the need for referral and collaboration between financial professionals and psychologists.

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JEFFREY H. JACKSON PARIS UNDER WATER


Книга "PARIS UNDER WATER".

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William Sharpe F. The Intelligent Portfolio. Practical Wisdom on Personal Investing from Financial Engines


The Intelligent Portfolio draws upon the extensive insights of Financial Engines—a leading provider of investment advisory and management services founded by Nobel Prize-winning economist William F. Sharpe—to reveal the time-tested institutional investing techniques that you can use to help improve your investment performance. Throughout these pages, Financial Engines’ CIO, Christopher Jones, uses state-of-the-art simulation and optimization methods to demonstrate the often-surprising results of applying modern financial economics to personal investment decisions.

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Kenneth W Ford BUILDING THE H BOMB. A PERSONAL HISTORY


Книга "BUILDING THE H BOMB. A PERSONAL HISTORY".

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Kenneth C Aldrich DREAM TOOLBOX. Building an Entrepreneurial Mind and Financial Abundance


Welcome to Dream Toolbox: Building an Entrepreneurial Mind and Financial Abundance. The stories, exercises and history that follow here come from my firm belief that personal freedom is absolutely essential to achieving a quality life and that no one has true personal freedom unless they also have a level of financial freedom that assures a life free from financial worries.All of us have the right to an abundant financial future, and building that abundant future is possible for almost anyone if they are willing to change four things in the way that they think about their financial life. The foundational pillars of financial abundance are really quite basic: Have a dream that is both big and worthy. Change core beliefs from I can’t to I can. Begin today, not in some distant future. Build an entrepreneurial mind.

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The first-ever collection of short stories from Pulitzer Prize-winning author Jeffrey Eugenides presents characters in the midst of personal and national emergencies.We...

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Marvin H. Doniger Common Sense Prescriptions For Financial Health


Книга "Common Sense Prescriptions For Financial Health".

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Gloria Lopez Personal Caregiver Handbook


Personal Caregiver Handbook• Control the quality of your in-home health care • Forms to customize your personal care• Maximize your financial support• Mitigate risks • Protect your legal rights.An indispensable tool created by an expert healthcare advocate and primary caregiver

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H. G. Wells Certain Personal Matters


Книга "Certain Personal Matters".

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Thomas Tillery N. Essentials of Personal Financial Planning


ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

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G. Cunningham Cotter Your Financial Action Plan. 12 Simple Steps to Achieve Money Success


Your Financial Action Plan outlines twelve simple steps that will improve your level of financial literacy as well as help you forge the financial future you desire. Today, financial knowledge means financial power, and in Your Financial Action Plan, you'll be introduced to the important personal financial issues that affect your life. With this book as your guide, you'll learn how to: * Make the most of your mortgage * Maintain a good credit rating * Build your retirement savings * Negotiate with your local bank to get the best deals * Navigate the ins and outs of insurance * Create a will * Handle tax deductions and credits * And much more Filled with practical guidance and extensive expertise, Your Financial Action Plan will help you build the type of financial life you've always wanted.

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Jeffrey H. Patton, Jeff Patton If It Could Happen Here


Книга "If It Could Happen Here".

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Eric Tyson Personal Finance in Your 20s and 30s For Dummies


Create a solid pathway for financial success Millennials often confront greater difficulties—including economic uncertainty and student debt—than those who came before them. This new financial responsibility can be intimidating, and many people are unsure where to begin. Personal Finance in Your 20s & 30s For Dummies will help Millennials to be confident about managing their finances and get on a clear path toward financial security. Inside, trusted financial advisor Eric Tyson shows students and recent grads how to make smart financial decisions in order to pay off student loans, avoid any additional debt, and create a solid plan to ensure their financial success. From avoiding common money mistakes to making informed investment choices, Personal Finance in Your 20s & 30s For Dummies covers it all! Build a foundation through smart spending and saving Rent, buy, or sell a house File taxes the right way Protect your finances and identity in the digital world Get ready to forge your own path to financial security!

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Mark Riddix Your Financial Playbook. A Guide to Navigating the World of Personal Finance


Many financial books that are available today can be overwhelming by being too technical in nature. Your Financial Playbook is an easy to read guide to navigating the complex world of personal finance. This book looks at all aspects of personal finance including investing, debt elimination, credit management, money saving tips, retirement planning, and teaching your kids about money. Your Financial Playbook uses practical real life examples to explain the importance of making the right financial decisions. You will get a great deal of information that will help you get your financial house in order and develop a plan for long term wealth building.This book will show you:The 10 things to look for when buying a stockHow to start investing with just $5025 tips for saving moneyHow to teach your kids about managing moneyThe best ways to maximize your savings dollarsHow to pick an investment (Active investing vs. passive investing)The biggest money traps that are robbing you of your moneyStrategies for managing and rebuilding your creditThe differences between a Roth IRA and a traditional IRAThis book will benefit both the finance newbie and the seasoned investor. By applying these principles to your everyday life, you will be on the fast track to financial success!

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Black John Dictionary of Economics


Издание полностью на английском языке. - Now over 5 000 concise and clearly-written entries on every aspect of the financial wotld. - Personal finance topics, from inverstments to pensions and taxation. - Reflects new developments in areas such as European monetary union and financial markets. - International coverage of the world's important financial centres.

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Jeffrey Rattiner H. Rattiner's Review for the CFP Certification Examination, Fast Track, Study Guide


A CFP Study Guide that deliverswhat you need to succeed! This quick study guide for candidates preparing to take the CFP Certification Examination covers the bare-bones essentials needed to pass this challenging exam in a logical and easy-to-absorb manner. Now, in a Second Edition, it covers some of the most important disciplines of financial planning–insurance, employee benefit, investment, income tax, retirement, estate, and general planning–and provides a no-nonsense approach to studying that includes: * A highly logical and candidate-friendly format * An in-depth outline of core essentials * Explanations of all relevant exposures complete with solutions and practical examples * Key points, exam tips, multiple-choice, and mini-case study questions * Mnemonic devices and study techniques to reinforce key points * A format that directly parallels the CFP? Board's topic requirements The Second Edition adds new multiple-choice questions that correlate to the testing and understanding of the new curriculum established by the Certified Financial Planning Board as well as eighty-nine all-new topics related to the new CFP Board Exam. For students who have been through the traditional CFP educational programs and want a book that brings it all together, Rattiner's Review for the CFP Certification Examination, Fast Track Study Guide, Second Edition keeps students organized, on track, and focused on what they need to succeed. In addition to its value as a quick-reference guide to complement all CFP texts and self-study materials, the Guide also serves as an important one-stop resource for financial services professionals who want information in a hurry.

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