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Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience / Jeffrey H. Rattiner.
O'Reilly Online Learning: Academic/Public Library Edition Available online
O'Reilly Online Learning: Academic/Public Library Edition- Format:
- Book
- Author/Creator:
- Rattiner, Jeffrey H., 1960- author.
- Language:
- English
- Subjects (All):
- Investments--Planning.
- Investments.
- Finance, Personal.
- Physical Description:
- 1 online resource (389 pages)
- Place of Publication:
- Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
- Summary:
- "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"-- Provided by publisher.
- Notes:
- Description based on print version record.
- ISBN:
- 9781119594291
- 1119594294
- 9781119594314
- 1119594316
- 9781119594260
- 111959426X
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