| 紀錄類型: |
書目-電子資源
: Monograph/item
|
| 杜威分類號: |
332.0240068 |
| 書名/作者: |
Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience // Jeffrey H. Rattiner. |
| 作者: |
Rattiner, Jeffrey H., |
| 出版者: |
Hoboken, NJ : : John Wiley & Sons,, c2021. |
| 面頁冊數: |
1 online resource (xxix, 354 p.) |
| 附註: |
Includes index. |
| 標題: |
Financial planners. |
| 標題: |
Investment advisors. |
| 標題: |
Investments - Planning. |
| 標題: |
Finance, Personal. |
| ISBN: |
9781119594314 |
| ISBN: |
9781119594291 |
| ISBN: |
9781119594260 |
| 內容註: |
Today's Financial Planning Profession -- How to Structure Your Practice -- Developing a Well-Thought-Out Personal Financial Plan -- Dispensing Advice on Cash Flow Management and Budgeting Concerns -- Dispensing Advice on Insurance -- Dispensing Advice on Investing -- Dispensing Advice on Income Tax -- Dispensing Advice on Retirement Planning -- Dispensing Advice on Estate Planning -- Dispensing Advice on Niche Planning. |
| 摘要、提要註: |
"Financial planning is a process that leads to recommendations and decisions that help people achieve their financial goals. Planning applies to determining the client's financial position and cash flow, income tax planning, risk management, insurance, retirement planning, investment planning and estate planning"-- |
| 電子資源: |
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119594314 |