☰

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

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

Customers who purchased this also purchased....

ABNTY Sister Valentines Gifts - Sister Appreciation Wallet Card Insert - Valentine's Day & Birthday Gifts

The Year the Horses Came

Lillian Fuchs: First Lady of the Viola

Windows Speech Recognition Programming: With Visual Basic and ActiveX Voice Controls (Speech Software Technical Professionals)

The Wilderness Chef: The Art and Craft of Baking in the Outback Oven

G4Free Yoga Dress Pants for Women Wide Leg Pants with Pockets Straight Leg Sweatpants Stretch Business Casual Trousers Work Slacks(Light Khaki,XS,31")

The Book of Five Rings: Miyamoto Musashi

In the School-Room Chapters in the Philosophy of Education

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