Tools & Techniques of Financial Planning - Softcover

Inhaltsangabe

Are you a professional seeking to performance or maintain credibility in the emerging specialized marketplace? Recent convergence of financial services professionals onto one playing field will continue. While the professions remain distinct, the alignment between professions has given rise to unique financial services disciplines.

Many of your competitors are adding Financial Planning specialties to their offerings. Trust the Series used and recommended by more than 150 universities. Trust the Series quickly being adopted as key training resources for financial services professionals just starting out. Trust the Series that delivers continuing education credits that address compliance needs and improve career development within your organization.

And with Newly Revesied Editions Delivering the most relevant changes influencing the way you do business, there's reason for seasoned specialists to have the Series on hand too. Trust the Series designed to turn your ideas into saleable, profitable actions. The Road to Success Begins with Tools & Techniques.

"The Tools & Techniques books have had a prominent position on my for over 30 years, right next to my bust of Socrates. Leimberg presents the material in a concise and authoritative manner, replate with questions, answers and examples of everyday and not so everyday topics. I love the format and highly recommend it to any attorney, accountant and financial planner."---Martin L. Scheckner, MS, CPA/PFS, CFP®, CVA

"The Leimberg Tools & Techniques Series are required texts for the Certified Financial Planner™ Certification Education Program curriculums I design and direct. The subject material is concise, clearly presented and covers the CFP® Certification Examination topic list."---Dr. Robert D. Lovett, CFP® Managing Partner, ASTWELL Consulting

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