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The Fundamentals of Writing a Financial Plan, First Edition (Revised)

R 3,134

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The Fundamentals of Writing a Financial Plan, First Edition (Revised)
- Newly updated materials that reflect current financial planning trends
- Updated information regarding recent tax changes, including the SECURE Act
- A thorough review of the new 7-step systematic financial planning process.
- A description of the regulatory environment in which every financial planner operates.
- An in-depth discussion of client communication and counseling techniques.
Country USA
Manufacturer The National Underwriter Company
Binding Paperback
UnitCount 1
EANs 9781949506365
ReleaseDate 0000-00-00

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Country	USA
Manufacturer	The National Underwriter Company
Binding	Paperback
UnitCount	1
EANs	9781949506365
ReleaseDate	0000-00-00