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Getting Started as a Financial Planner

Jeffrey H. Rattiner · 2000

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About the book

"A guide for financial planners, includes: business plan development, client management, certification, legal compliance, client communication, and marketing strategies"--Provided by publisher.

First sentence: FINANCIAL PLANNING IS a relatively new profession.

Book details

Year
2000
Language
English
Publisher
Bloomberg Press
Editions
2
Pages
304
ISBN
9781576600351

Data source: Wikidata

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