So You Want to Be a Financial Planner: Your Guide to a New Career (Eighth Edition)
| Author | : | |
| Rating | : | 4.77 (727 Votes) |
| Asin | : | B013Q76494 |
| Format Type | : | |
| Number of Pages | : | 252 Pages |
| Publish Date | : | 2016-06-30 |
| Language | : | English |
DESCRIPTION:
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Learn which organizations will enhance your career, and which to avoid. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today’s thriving financial planning profession. You’ll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Discover how to navigate the regulatory jungle with usable ‘how to’ guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.. Follow updated case histories from more than two dozen successful financial planners. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable
Her instructors agreed that the only way to thrive as a financial planner was to sell commissioned products. When she learned that she could actually write financial plans for a fee, she established an independent practice to prove that selling on commissions was not a prerequisite to success, which led to a successful twenty year career.
"Wish I had started here!" according to sal. I am a Wish I had started here! I am a 35yo career changer and damn I wish I had started with this book as soon as I started looking into the field. There are no magic formulas or anything but, it is a great breakdown of what the job is, and will become moving forward.If you are considering a move or ju. 5yo career changer and damn I wish I had started with this book as soon as I started looking into the field. There are no magic formulas or anything but, it is a great breakdown of what the job is, and will become moving forward.If you are considering a move or ju. Fabulous objective view of the Financial Planning business. Wished Fabulous objective view of the Financial Planning business. Wished I would have found it years ago and saved myself a lot of trial and error.. Must read for those interested in becoming a financial planner Robert A. Moore The financial planning profession is a wonderful, much-needed one -- but for far too long, there hasn't been much direction or advice for next generation talent interested in pursuing a financial planning career. There aren't widely-available answers to the tough question
In 2002, Nancy was named one of the Most Influential People in the Profession by readers of Financial Planning Magazine, and is an American Business Women’s Association 2003 Top Ten. In 1995, she began posting on Financial Planning Interactive and shortly thereafter was asked to help moderate their “Getting Started” discussion boards. She applied for a position as adjunct faculty with the College for Financial Planning (1986-1994) and taught every course in the required CFP® curriculum while earning her Masters in Financial Planning and the designation Accredited Tax Advisor from the same institution. Today, she spends hours every month corresponding with individuals asking for guidance in making a career move to financial planning. Six months into the CFP® program, she left real estate to begin her full time career in financial planning. When the College for Financial Planning presented a program fo