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Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /
"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 plann...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2021]
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
| LEADER | 00000cam a2200000 i 4500 | ||
|---|---|---|---|
| 001 | OR_on1162201533 | ||
| 003 | OCoLC | ||
| 005 | 20231017213018.0 | ||
| 006 | m o d | ||
| 007 | cr ||||||||||| | ||
| 008 | 200625s2021 nju o 001 0 eng | ||
| 010 | |a 2020026981 | ||
| 040 | |a DLC |b eng |e rda |e pn |c DLC |d OCLCO |d DG1 |d YDX |d OCLCF |d OCLCQ |d N$T |d OCLCO |d OCLCQ |d OCLCO | ||
| 019 | |a 1196242470 | ||
| 020 | |a 9781119594314 |q (electronic book) | ||
| 020 | |a 1119594316 |q (electronic book) | ||
| 020 | |a 1119594294 |q (electronic book) | ||
| 020 | |a 9781119594260 |q (electronic book) | ||
| 020 | |a 111959426X |q (electronic book) | ||
| 020 | |a 9781119594291 |q (electronic bk.) | ||
| 020 | |z 9781119594277 |q (hardcover) | ||
| 020 | |z 1119594278 | ||
| 029 | 1 | |a AU@ |b 000067311924 | |
| 035 | |a (OCoLC)1162201533 |z (OCoLC)1196242470 | ||
| 042 | |a pcc | ||
| 050 | 0 | 4 | |a HG179.5 |b .R387 2021 |
| 082 | 0 | 0 | |a 332.0240068 |2 23 |
| 049 | |a UAMI | ||
| 100 | 1 | |a Rattiner, Jeffrey H., |d 1960- |e author. | |
| 245 | 1 | 0 | |a Rattiner's secrets of financial planning : |b from running your practice to optimizing your client's experience / |c Jeffrey H. Rattiner. |
| 264 | 1 | |a Hoboken, New Jersey : |b John Wiley & Sons, Inc., |c [2021] | |
| 300 | |a 1 online resource (xxix, 354 pages) | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
| 338 | |a online resource |b cr |2 rdacarrier | ||
| 500 | |a Includes index. | ||
| 505 | 1 | |a 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. | |
| 520 | |a "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"-- |c Provided by publisher | ||
| 588 | 0 | |a Online resource; title from digital title page (viewed on October 05, 2020). | |
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Financial planners. | |
| 650 | 0 | |a Investment advisors. | |
| 650 | 0 | |a Investments |x Planning. | |
| 650 | 0 | |a Finance, Personal. | |
| 650 | 6 | |a Planificateurs financiers. | |
| 650 | 6 | |a Conseillers en placements. | |
| 650 | 6 | |a Investissements |x Planification. | |
| 650 | 7 | |a investment counsels. |2 aat | |
| 650 | 7 | |a Finance, Personal |2 fast | |
| 650 | 7 | |a Financial planners |2 fast | |
| 650 | 7 | |a Investment advisors |2 fast | |
| 650 | 7 | |a Investments |x Planning |2 fast | |
| 776 | 0 | 8 | |i Print version: |a Rattiner, Jeffrey H., 1960- |t Rattiner's secrets of financial planning. |b First Edition. |d Hoboken : Wiley, 2020 |z 9781119594277 |w (DLC) 2020026980 |
| 856 | 4 | 0 | |u https://learning.oreilly.com/library/view/~/9781119594277/?ar |z Texto completo (Requiere registro previo con correo institucional) |
| 938 | |a YBP Library Services |b YANK |n 301540877 | ||
| 938 | |a EBSCOhost |b EBSC |n 2623274 | ||
| 994 | |a 92 |b IZTAP | ||