Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Yo... (Bog, Hardback, Engelsk)
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Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience

(Bog, Hardback, Engelsk)
Forfatter: Jeffrey H. (J.R. Financial Group) Rattiner
Rattiner's Secrets of Financial Planning: From Running Your Practice to Optimizing Your Client's Experience
Forlag: John Wiley & Sons Inc

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Beskrivelse

"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"--

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Alle detaljer

Forlag John Wiley & Sons Inc
Forfatter Jeffrey H. (J.R. Financial Group) Rattiner
Type Bog
Format Hardback
Sprog Engelsk
Udgivelsesdato 26-11-2020
Første udgivelsesår 2020
Originalsprog United States
Sideantal 384
Indbinding Hardback
Forlag John Wiley & Sons Inc
Sideoplysninger 384 pages
Mål 162 x 236 x 36
ISBN-13 / EAN-13 9781119594277