ernst youngs total financial planner



Jeffrey Rattiner H. Getting Started as a Financial Planner Jeffrey Rattiner H. Getting Started as a Financial Planner Новинка

Jeffrey Rattiner H. Getting Started as a Financial Planner

2636.54 руб.
There has never been more opportunity for financial planners–or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, «Why do you want to be a financial planner?» the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Jeffrey H. Rattiner Getting Started as a Financial Planner. Revised and Updated Edition Jeffrey H. Rattiner Getting Started as a Financial Planner. Revised and Updated Edition Новинка

Jeffrey H. Rattiner Getting Started as a Financial Planner. Revised and Updated Edition

3364 руб.
A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies.
Omer Mohammed The Effect of Financial Liberalization on Economic Development in Ethiopia Omer Mohammed The Effect of Financial Liberalization on Economic Development in Ethiopia Новинка

Omer Mohammed The Effect of Financial Liberalization on Economic Development in Ethiopia

6939 руб.
Master's Thesis from the year 2016 in the subject Economics - Finance, grade: 2, Addis Ababa University (College of Bussiness and Economics), course: Accounting and Finance, language: English, abstract: This study aims to empirically examine the impact of financial liberalization on economic development in Ethiopia over the period of 1984-2014. In doing so, the ARDL approach to Co-integration and Error Correction Model were employed to investigate the long run and short run relationships.Accordingly, the empirical results obtained from the study indicate that financial widening has contributed significantly to the increase in saving and the level of economic growth. Even though, the total deposit happens to generate more investment; there is shortage of supply of credit. In addition, the study indicates financial widening and credit to the private sector exhibited a significant positive association with financial development while total banks credit bearing a significant impact on industrial development.However, the overall financial reform showed insignificant association both with economic growth and industrial development. The efficiency in allocating financial resources show significant positive association with share of banks credit to the private sector, however, the overall financial reform has positive insignificant impact on efficiency of resource allocation. The contribution of financial sector after the deregulation has a mixed result on welfare. In terms of ca...
Christian W. Kainz Exemplarischer Finanzplan im Rahmen der Ausbildung zum Certified Financial Planner nach osterreichischem Recht Christian W. Kainz Exemplarischer Finanzplan im Rahmen der Ausbildung zum Certified Financial Planner nach osterreichischem Recht Новинка

Christian W. Kainz Exemplarischer Finanzplan im Rahmen der Ausbildung zum Certified Financial Planner nach osterreichischem Recht

4789 руб.
Projektarbeit aus dem Jahr 2013 im Fachbereich BWL - Bank, Börse, Versicherung, Note: Sehr Gut, , Veranstaltung: Ausbildung zum Certified Financial Planner, Sprache: Deutsch, Abstract: Die vorliegende Arbeit befasst sich im Rahmen der Ausbildung zum Certified Financial Planner nach österreichischem Recht exemplarisch mit der Finanzplanung für eine fiktive Familie. Am Anfang der Finanzplanung steht die Ist-Analyse, eine detaillierte Untersuchung Ihrer gegenwärtigen Vermögens- und Finanzsituation. Im Anschluß werden folgende Aspekte im Detail betrachtet:Eine auf Sie zugeschnittene persönliche Vermögensplanung mit entsprechenden Handlungsempfehlungen für die Zukunft. Die Sicherung ausreichender Liquiditätsreserven aus der Ermittlung Ihrer aktuellen Einnahmen und Ausgaben und deren Hochrechnung für die nächsten Jahre. Den Aufbau einer fundierten Risiko- und Altersvorsorge mit beispielhaften Szenarien und deren finanzielle Konsequenzen hinsichtlich Unfall und Erwerbsunfähigkeit. Die Auswirkung Ihres Pensionsantrittes und deren Konsequenzen auf die Liquiditätsentwicklung. Die Vermögensstrukturierung bei Vermögensweitergabe und die Folgen bei Eintritt des Erbfalls.Das Financial Planning ermöglicht Ihnen ein klar strukturiertes Gesamtbild Ihrer persönlichen Finanz- und Vermögenssituation. Im vorliegenden Finanzplan werden Ihnen vorhandene Unstimmigkeiten exakt aufgezeigt und durch diese schriftliche Ausarbeitung wird auch eine Basis für zukünftige Entscheidungen geschaffen. Im Zeitve...
Victor S. Levy The Kitchen Table Financial Plan. A Practical Approach for Any Stage in Your Life Victor S. Levy The Kitchen Table Financial Plan. A Practical Approach for Any Stage in Your Life Новинка

Victor S. Levy The Kitchen Table Financial Plan. A Practical Approach for Any Stage in Your Life

1127 руб.
Ever been curious, frightened, or intimidated about planning your financial future? No matter what age you are, how much you earn, or where you are in life, you will find that you are not alone once you’ve read The Kitchen Table Financial Plan. Author Victor Levy gives us a down-to-earth, reassuring, and authoritative window into the world of personal financial planning. At the core of the book is his genuine belief that every financial plan is an honest, living document, and as such, should be worked out comfortably in the heart of the home—at the kitchen table. He shows us just how a plan is done, and how—with the right kind of planner—we’ll never need to feel alone as we take on our financial future. Levy’s book will show you how individuals can gain control of their financial lives by employing the services of a financial planning team—and what the process of planning can look like. Levy underscores the empathetic, professional, and highly supportive nature of the ideal planner. He obviously loves his topic and is clearly someone whose vocation is in planning and helping others. Through the story of a fictional dentist and his relatable extended family, the author painlessly introduces us to official forms, agendas, memoranda, and other documents that in any other setting might seem overwhelming. But the progress of the family as they work toward their financial freedom simultaneously provides us with an easy-to-understand lesson on attaining that same confidence and peac...
Michael J. Garry Independent Financial Planning. Your Ultimate Guide to Finding and Choosing the Right Financial Planner Michael J. Garry Independent Financial Planning. Your Ultimate Guide to Finding and Choosing the Right Financial Planner Новинка

Michael J. Garry Independent Financial Planning. Your Ultimate Guide to Finding and Choosing the Right Financial Planner

1227 руб.
Let's face it-financial planning is confusing and overwhelming for most people. There's more information than you can possibly sort through, and too many voices telling you what to do with it. Feeling lost? You're not the only one-but you don't have to navigate the wilds of financial planning alone. The right financial advisor is the best ally you can have as you build wealth and secure your future. But how do you know who to choose?Independent Financial Planning walks you step-by-step through the process of finding and choosing the right financial advisor. If you're ready to take control of your financial future and start planning for success, you need this straightforward, user-friendly, and no-nonsense guide. You'll learn how to find and vet financial advisors, discover the six steps to financial planning, and determine which financial products best suit your needs. And you'll find out how to distinguish between a financial advisor and a salesman-and who that distinction can make a huge difference in your financial security.Comprehensive but accessible, Independent Financial Planning will show you how to find an advisor who can meet you where you're at financially-and understand where it is you want to go. Whether you're planning for retirement or planning to travel the world, Independent Financial Planning is the only guide you'll need to finding the best financial advisor for your needs.
Edward Young D. Edouard Youngs Klagen, Oder Nachtgedanken Uber Leben, Tod, Und Unsterblichkeit: Englisch Und Deutsch (German Edition) Edward Young D. Edouard Youngs Klagen, Oder Nachtgedanken Uber Leben, Tod, Und Unsterblichkeit: Englisch Und Deutsch (German Edition) Новинка

Edward Young D. Edouard Youngs Klagen, Oder Nachtgedanken Uber Leben, Tod, Und Unsterblichkeit: Englisch Und Deutsch (German Edition)

1140 руб.
Книга "D. Edouard Youngs Klagen, Oder Nachtgedanken Über Leben, Tod, Und Unsterblichkeit: Englisch Und Deutsch (German Edition)".Эта книга — репринт оригинального издания, созданный на основе электронной копии высокого разрешения, которую очистили и обработали вручную, сохранив структуру и орфографию оригинального издания. Редкие, забытые и малоизвестные книги, изданные с петровских времен до наших дней, вновь доступны в виде печатных книг.
K. Thomas Hutt CFP® CPA MBA Corporate Executive Exit Strategies. Strategies for Success in Corporate America K. Thomas Hutt CFP® CPA MBA Corporate Executive Exit Strategies. Strategies for Success in Corporate America Новинка

K. Thomas Hutt CFP® CPA MBA Corporate Executive Exit Strategies. Strategies for Success in Corporate America

1352 руб.
In the book, you will find proven strategies to secure your financial future while surviving the cyclical environment of Corporate America."It's critical that Executives in Corporate America not only have an entry strategy, and performance strategy...but most importantly Executives need an exit strategy."---K. Thomas Hutt, CFP®, CPA, MBAThis book provides simple strategies on how to: • Accumulate Corporate Wealth Assets • Develop Corporate Career Assets • Manage Personal Finances • Evaluate Early Buyout Offers • Transfer Tax Deferred Assets Each chapter is a quick-action reference guide for implementing basic financial strategies to secure your financial future. K. Thomas Hutt is a certified financial planner and certified public accountant with over thirty years of experience in the financial-services industry. His financial advice has been featured numerous times on local television stations and in newspapers, as well as Money magazine, Black Enterprise magazine, Heart & Soul magazine, PBS's Moneywise TV and TV One News. He is also the author of FINANCIAL CPR: 10 SIMPLE STEPS TO HEAL YOUR FINANCIAL FUTURE.
CFP Board Financial Planning Competency Handbook CFP Board Financial Planning Competency Handbook Новинка

CFP Board Financial Planning Competency Handbook

11549.32 руб.
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
G. Hining Deborah Money Is No Object G. Hining Deborah Money Is No Object Новинка

G. Hining Deborah Money Is No Object

1927 руб.
Take a bit of history, a dash of philosophy, and heap of financial wizardry, and you have "Money Is No Object", a must-have guide for resourceful women seeking to use their assets more fully. After 17 years as a financial planner, Deborah Hining has learned that "our real resources lie within ourselves." Dreams, talents, and ambitions-not the balance of her investment portfolio-are a woman's most important assets when it comes to fulfilling her dreams.
Mark Avallone Countdown to Financial Freedom. Your Path to a More Meaningful, Active, and Vibrant Retirement Mark Avallone Countdown to Financial Freedom. Your Path to a More Meaningful, Active, and Vibrant Retirement Новинка

Mark Avallone Countdown to Financial Freedom. Your Path to a More Meaningful, Active, and Vibrant Retirement

1702 руб.
"I know and respect Mark Avallone. So it is not surprising that I found his book to be quite well done. It deserves a wide audience." George Connolly, President and CEO, Securian Financial ServicesWhat Is Your Unique Formula?Your financial clock is ticking, and you're running out of time to pursue your desired retirement. Whether you're a Millennial, Gen Xer, or Baby Boomer, the bite of bear markets, inflation, taxes, and higher health care costs is making the seconds tick even faster. In his Countdown to Financial Freedom, CERTIFIED FINANCIAL PLANNER practitioner and Forbes contributor, Mark Avallone, offers bold and practical guidance to help you pursue your ideal retirement and financial freedom.In this refreshing, easy-to-read book, Avallone presents a decade-by-decade guide for everyone whether you're just starting out, entering your peak earning years, or about to retire. Regardless of your current financial position, you'll find Your Unique Formula for determining a clear path to your retirement.Drawing on stories of people who have overcome financial setbacks, Avallone explains strategies like how to avoid the destructive forces of the 3 D's—disability, divorce, or death of partner—which can ravage even the most sound financial plan.In Countdown to Financial Freedom, you will see how an award-winning financial advisor clearly communicates ideas and strategies for people of all ages.
Shawn Boston Six Figure Planner Shawn Boston Six Figure Planner Новинка

Shawn Boston Six Figure Planner

2214 руб.
The Foundation Planner is not just your every-day, month, or year planner. The Foundation Planner is a planner that builds you a foundation when you are ready. No more waiting for the first or middle of the year to plan. When you are ready, the Foundation Planner is ready for you. The Foundation Planner is designed for that self-employed person that wants to see their foundation grow from good to great. Let’s start today a foundation for your future.
John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques Новинка

John Grable E. Communication Essentials for Financial Planners. Strategies and Techniques

3299.81 руб.
Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond «hearing» their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
MD Jennifer Lord Financial First Aid. Empowering Physicians and Other Professionals To Take Charge Of Their Financial Futures MD Jennifer Lord Financial First Aid. Empowering Physicians and Other Professionals To Take Charge Of Their Financial Futures Новинка

MD Jennifer Lord Financial First Aid. Empowering Physicians and Other Professionals To Take Charge Of Their Financial Futures

2314 руб.
Doctors, lawyers, veterinarians, dentists, and others go through extensive schooling to become professionals, but many lack significant financial education. Financial First Aid is designed to quickly cover the basics of personal finance and practice management, discussing what to do starting out as a student, progressing through the residency training years, and then into the post-graduate years. It teaches the following:✚ What professionals should be doing right now with their money and at every stage of their career✚ How to evaluate and determine the best investment options and determine how much is needed for retirement✚ How to intelligently pick the best investments from 401k or IRA offerings ✚ Understanding stocks, bonds, gold, commodities, target date funds, mutual funds, and other assets to determine when it is appropriate to invest in each ✚ How to quickly read and understand financial statements for improved control of practice and personal investments, including discussions about overhead rates and benchmarking practices✚ Understanding and managing life insurance and disability insurance policies✚ How to manage student loans✚ How to identify office fraud red flags and properly react to that fraud and utilize prevention techniquesIn addition, this book covers the different available retirement accounts and tax ramifications, and it discusses when to utilize each. It explains what you need to know about financial advisors and how to pick a financial planner, if desire...
Anurag Singal Accounting for People Who Think They Hate Accounting Anurag Singal Accounting for People Who Think They Hate Accounting Новинка

Anurag Singal Accounting for People Who Think They Hate Accounting

4577 руб.
Financial statements serve as a report card for a business through which managers and entrepreneurs can know their exact financial positions. These financial statements are prepared only through financial accounting. The main purpose of financial accounting is to help entrepreneurs exercise control over their business activities by controlling total costs incurred so that they are able to earn higher profits. So, in order to understand where exactly the business stands financially, knowledge of financial accounting is imperative. What is financial accounting? Why do I need to understand it? How will it help me in my business? Why is it important to me? Or Is it important to me? These are some of the questions that surface in the minds of young and aspiring entrepreneurs when they start their business or are on the verge of starting one. This book aims to answer them in the most practical and comprehensible manner possible so that accounting is no longer a nightmare for them.
Sensai Total Finish Футляр для тональной пудры Total Finish Футляр для тональной пудры Sensai Total Finish Футляр для тональной пудры Total Finish Футляр для тональной пудры Новинка

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1550 руб.
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4090 руб.
Total Recharge увлажняющее средство против признаков усталости кожи для мужчин. Нехватка сна, тяжелые рабочие дни и длинные ночи. Средство Total Recharge мгновенно пробуждает кожу, которая сияет, как после нескольких дополнительных часов сна.
Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century Новинка

Jacob Gold Money Mindset. Formulating a Wealth Strategy in the 21st Century

1841.65 руб.
Harness the power of your money with a 21st century mindset The speed at which the world is evolving is compounding exponentially each day, leaving individual investors wondering how to appropriately plan for their financial future. The financial norms that helped prior generations retire with grace are quickly evaporating or have already been replaced with new difficult realities. Money Mindset is an expert-led guide to growing your wealth, protecting your wealth, and transferring your wealth to future generations. Written by a third generation financial planner who is also an adjunct finance professor at the W.P. Carey School of Business at Arizona State University, Money Mindset helps readers understand important financial concepts and theories of the 21st century. The science and psychology of money The 'WHY' of personal financial management The rule of 72, asset allocation, dollar cost averaging, and the erosive effects of inflation How to manage a diverse investment portfolio to minimize macroeconomic vulnerability How to create a legacy through proper estate planning Money Mindset explores the idea that money can be looked at as an energy source. In order to truly harness its powers, one must acquire and maintain a certain money mindset. Everyone wants financial independence—having enough money to consistently fuel their everyday life. Money Mindset clears a path through the increasingly convoluted and ever-changing world to show how to finally become financially secure.
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1090 руб.
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1240 руб.
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Arthur Ritter Islamic Investments. An Overview and Comparison of Islamic Indices Arthur Ritter Islamic Investments. An Overview and Comparison of Islamic Indices Новинка

Arthur Ritter Islamic Investments. An Overview and Comparison of Islamic Indices

2102 руб.
Research Paper (postgraduate) from the year 2015 in the subject Business economics - Investment and Finance, grade: 18, University of St Andrews (School of Management), course: Alternative Investments, language: English, abstract: The following industry and market analysis is primarily based on the most recent Islamic Financial Services Industry Stability Report (2014) provided by the Islamic Financial Services Board.The total amount of assets in the Islamic financial industry was approximately $1.8 trillion by the end of 2013. The Islamic financial industry includes 4 major subcategories, Islamic banking, Sukuk (Islamic capital markets), Takaful (Islamic insurance) and Islamic Microfinance.By far the largest subcategory is Islamic banking with an estimate of 80% of all assets. The remaining 20% split up to Sukuk $245.3 billion, Islamic funds $68.9 billion and Takaful $18.3 billion. The Islamic financial industry is still very small in comparison to the traditional industry, however it is one of the fastest growing sectors with an Compound Annual Growth Rate (CAGR) of 17,04% between the years of 2009 and 2013. The growth in the Islamic banking industry was, on average, 20% after the recovery of the global financial crisis in 2009. Most of the assets are concentrated in Islamic countries like Gulf Cooperation Council and Malaysia. Beside these major players, other countries in the Middle East or North Africa showed a rapid growth or entered the market. Further growth, mentione...
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1170 руб.
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1791 руб.
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Перфоратор Total TH1153216 Перфоратор Total TH1153216 Новинка

Перфоратор Total TH1153216

6120 руб.
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3950 руб.
Юбка
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1480 руб.
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1942 руб.
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421 руб.
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Exploring the Human Element of Financial Planning Communication Essentials for Financial Planners tackles the counseling side of practice to help financial planners build more productive client relationships. CFP Board’s third book and first in the Financial Planning Series, Communication Essentials will help you learn how to relate to clients on a more fundamental level, and go beyond «hearing» their words to really listen and ultimately respond to what they're saying. Expert coverage of body language, active listening, linguistic signals, and more, all based upon academic theory. There is also an accompanied set of videos that showcase both good and bad communication and counseling within a financial planning context. By merging written and experiential learning supplemented by practice assignments, this book provides an ideal resource for any client-facing financial professional as well as any student on their pathway to CFP® certification. Counseling is a central part of a financial planner's practice, and attention to interpersonal communication goes a long way toward progressing in the field; this guide provides practical instruction on the proven techniques that make a good financial planner great. Build client relationships based on honesty and trust Learn to read body language and the words not spoken Master the art of active listening to help your clients feel heard Tailor your communications to suit the individual client's needs The modern financial planning practice is more than just mathematics and statistical analysis—at its heart, it is based on trust, communication, and commitment. While interpersonal skills have always been a critical ingredient for success, only recently has this aspect been given the weight it deserves with its incorporation into the certification process. Communication Essentials for Financial Planners provides gold-standard guidance for certification and beyond.
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