The Tools & Techniques of Financial Planning (TOOLS AND TECHNIQUES OF FINANCIAL PLANNING) download epub
by Stephan R. Leimberg,Martin J. Satinsky,Robert T. Leclair,Robert J. Jr. Doyle
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The Tools and Techniques of Financial Planning. Tools & Techniques for Financial Planners was the first book I read in my financial planning course in preparation for taking the Certified Financial Planner's exam. As someone new to the field, I was excited to read this book. by Stephan R. Leimberg and Martin J. Satinsky. The tools and techniques books have been very helpful to me in getting a firm foundation of their respective financial planning topics. I have been using them to study for the CFP exam.
The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Presenting the complete principles, processes, and practice of financial planning, this must-have resource offers planners a well-organized approach for explaining financial planning strategies to clients while also ensuring the suitability of products being offered.
Books related to Tools & Techniques of Financial Planning. The Ultimate Dividend Playbook.
Items related to The Tools & Techniques of Financial Planning, 10th. ISBN 13: 9781936362844. Doyle is an independent financial consultant, writer and speaker, and software developer specializing in executive compensation, retirement planning, investment and insurance tax planning, business valuation, and business continuation and planning. He is currently affiliated with Surgent & Associates in Devon, PA.
It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.
Author Leimberg, Stephan . Leimberg, Stephan R, Satinsky, Martin . Jackson, Michael . Satinsky, Martin J, Doyle, Robert . J. Jr Doyle, Robert J, Jackson, Michael. ISBN13: 9780872189898. More Books . ABOUT CHEGG.
Robert J Doyle, Stephan R Leimberg, Jr, Martin J Satinsky.
National Underwriter Company. Robert J Doyle, Stephan R Leimberg, Jr, Martin J Satinsky. Black & White Tables, Figures.
Category: Business & Money
Publisher: Natl Underwriter Co; 6 edition (August 1, 2002)
Pages: 656 pages