So You Want to Be a Financial Planner - Softcover

 
9780971443617: So You Want to Be a Financial Planner

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Inhaltsangabe

Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

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Über die Autorin bzw. den Autor

Nancy Langdon Jones, CFP, MS, ATA, CSA is President of NLJones, Inc., a fee-only financial planning firm in Upland, California. She has taught all courses leading to the CFP certification exam, served on the CFP Board Item Writing Committee, and is a member of NASAA's Investment Advisory Competency Exam Advisor Council. She has been a panelist with the Los Angeles Times Investment Strategies Conference, and is frequently quoted in the media. Nancy moderates the Getting Started/Career Building discussion boards for Financial Planning Interactive. She's listed in Marquis' Who's Who in Finance & Industry, Who's Who of American Women, and Who's Who in the World.

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