The financial advisor's analytical toolbox : using technology to optimize client solutions / Ed McCarthy.

Format:

Book

Author/Creator:

McCarthy, Ed (Edward), 1955-

Contributor:

International Association for Financial Planning.

Series:

Irwin/IAFP series in financial planning

Language:

English

Subjects (All):

Financial planners.

Finance, Personal--Data processing.

Finance, Personal.

Investment analysis--Data processing.

Investment analysis.

Physical Description:

xviii, 366 pages : illustrations ; 24 cm.

Place of Publication:

New York : McGraw-Hill, [1997]

Summary:

As a financial advisor, analyzing a client's situation and making recommendations based on the analysis is critical. To do this, you must have a collection of effective analytical tools you can use to maximize your worth. The Financial Advisor's Analytical Toolbox: Using Technology to Optimize Client Solutions provides the tools and techniques that will keep your clients coming back and move your practice into the technological world. Focusing on practical PC-based analytical tools, Ed McCarthy's text is for the financial advisor who deals with real world problems. Covering everything from fuzzy numbers and optimization to spreasheets and forecasting. The Financial Advisor's Analytical Toolbox is an incredible addition to your professional library.

Notes:

"IAFP, International Association for Financial Planning."

Includes bibliographical references and index.

ISBN:

0786310529

OCLC:

35970319