by Nancy Langdon Jones
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| List Price: | $55.00 |
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Product Description
Finally, together in one place, a comprehensive step-by-step 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. So You Want to Be a Financial Planner:
* Tells you what credentials you need
* Shows you where to find the best schools for licensing and registration
* Clearly defines how commission and fee-only planners differ
* Provides a planner's "toolbox" of hardware, software and internet sites
* Cuts through the maze of regulatory red tape
* Gives you proven marketing techniques to jump-start your practice
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Average Customer Review:
5 of 5 people found the following review helpful:
Very Good primer, 2007-08-25
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.
2 of 2 people found the following review helpful:
 First Step to Become a Financial Planner, 2007-05-19
This book probably covers all aspects of financial planner profession. It includes education and where to get it; experience and how to gain it; support network and how to use existing one or start a new one; and most important, at least to me, what to expect in a daily routine.
Interviews with professionals helped me to decide if being a financial planner is for me. This is a excellent book of knowledge for anyone considering financial planner profession.
4 of 4 people found the following review helpful:
Read This Book Before Entering The Field!, 2006-12-03
There are a lot of different paths that one can choose to enter the Financial Planning field. This book takes an unbiased look at several of these paths and, in many cases, uses testimonials of people who have chosen each respective path. The author emphasizes the importance of attaining the CFP certification throughout the book. She also provides a plethora (yes plethora) of resources for those interested in the field. The key is to find the right syestem for the individual. Before I read this book I had a vision of how my practice would be. After reading the book, I made some adjustments to my plan and was able to fill it out with elements I had not considered before. This book is filled with useful information and interesting nuggets! I strongly recommend anyone who is considering entre into the field to read this book first!
2 of 2 people found the following review helpful:
NOTE - 3rd Edition Available!, 2006-06-06
*** DISCLAIMER - This review is posted by the publisher! ***
Please note that an updated 3rd edition is now available, in both digital and paperback formats. The 3rd edition has more content plus, of course, updated references.
The 2nd edition has been EOL'd - Amazon has promised to delete this 2nd edition from their listing, but in the meantime we would like to direct you to the 3rd edition.
BTW - Note that Amazon requires us to rate the book in order to post this notice. While we of course feel that this is an excellent book for career advice, we have chosen to use the average of the ratings submitted by users.
9 of 9 people found the following review helpful:
Please note - 3rd Edition is available!, 2006-06-06
*** DISCLAIMER - This review is posted by the publisher! ***
Please note that an updated 3rd edition is now available, in both digital and paperback formats. The 3rd edition has more content plus, of course, updated references.
The 2nd edition has been EOL'd - Amazon has promised to delete this 2nd edition from their listing, but in the meantime we would like to direct you to the 3rd edition.
BTW - Note that Amazon requires us to rate the book in order to post this notice. While we of course feel that this is an excellent book for career advice, we have chosen to use the average of the ratings submitted by users.
Price is accurate as of the date/time indicated. Prices and product availability are subject to change. Any price displayed on the Amazon website at the time of purchase will govern the sale of this product.
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