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...
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc
[2021]
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| Colección: | Wiley ebooks.
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| Acceso en línea: | Conectar con la versión electrónica |
| Ver en Universidad de Navarra: | https://innopac.unav.es/record=b43379977*spi |
| Sumario: | "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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| Notas: | Incluye índice. |
| Descripción Física: | 1 recurso electrónico (xxix, 354 p.) |
| Formato: | Forma de acceso: World Wide Web. |
| ISBN: | 9781119594314 9781119594291 9781119594260 |
