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Getting Started as a Financial Planner

part of the Bloomberg series

About Getting Started as a Financial Planner

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

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  • Language:
  • English
  • ISBN:
  • 9781576603574
  • Binding:
  • Paperback
  • Pages:
  • 368
  • Published:
  • September 1, 2009
  • Edition:
  • 2
  • Dimensions:
  • 155x229x22 mm.
  • Weight:
  • 610 g.
Delivery: 2-4 weeks
Expected delivery: October 24, 2024

Description of Getting Started as a Financial Planner

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

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