So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition
by Nancy Langdon Jones CFP
Our Price: $35.00
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Category: Book
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Book Summary Information
Author: Nancy Langdon Jones CFPEdition: Digital
Format: Download: PDF
Published: 2002-12-01
ISBN: N/A
Number of pages: 207
Publisher: AdvisorWorks
Book Reviews of So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition
Book Review: Very Good primer
Summary: 4 Stars
This was my first book on the topic, and I found it to be very solid. The book covers a brief history and evolution of the profession, professional expectations and certifications, educational options necessary to achieve certification or professional competence, options on how to get started actually practicing (working for insurance companies, securities brokers/dealers, self-practice, etc.), the regulatory requirements involving licensing (investment adviser) and record keeping practices, and marketing (focused primarily on promotion). The material is typically delivered through a brief explanation of the topic, accompanied by personal insight and numerous stories from colleagues. In one of the final chapters the author presents numerous stories on how various practioners migrated through their first 5 years of getting started in their practice. The insight and stories are very helpful; during certain passages it would have been more helpful to provide additional detailed explanation rather than "life experiences", but there is certainly enough there to lead you to appropriate web sites where more information could be gathered. Regarding the hefty price of the book, if you are serious about being a financial planner, then you'd better get accustomed to the concept of value, and value based pricing. I feel that I got my money's worth.
All So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition Customer Reviews
Summary of So You Want to be a Financial Planner : Your Guide to a New Career, 2nd Edition
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.
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