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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience Rattiner, Jeffrey H. (J.R. Financial Group)
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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience
Rattiner, Jeffrey H. (J.R. Financial Group)
"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"--
400 pages
| Mídia | Livros Hardcover Book (Livro com lombada e capa dura) |
| Lançado | 26 de novembro de 2020 |
| ISBN13 | 9781119594277 |
| Editoras | John Wiley & Sons Inc |
| Páginas | 384 |
| Dimensões | 236 × 162 × 36 mm · 618 g |
