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Financial Planning Resources
General | Tax Planning and Investment Management | Retirement and Estate Planning
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| General |
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Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser
Complete guide to surviving and thriving in today's competitive financial services market.
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Rattiner's Financial Planner's Bible: The Advisor's Advisor
Eye-opening introduction to one of the financial world’s freshest, richest entrepreneurial careers
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The Fast Forward MBA in Financial Planning
This practical, easy-to-use guide gives you instant access to the cutting-edge ideas and hard-won wisdom of today's financial planning world.
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Fee-Only Financial Planning : How to Make It Work for You
Eye-opening introduction to one of the financial world’s freshest, richest entrepreneurial careers
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Pricing the Service Product
Online course, 3 credits, $59.97 |
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Financial Planning for CPAs, 2nd Edition
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Financial Planning by the CPA Firm
Online course, 4 credits, $79.96 |
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New Strategies for College Funding : An Advisor's Guide
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Planning for Medicaid and College Funding
Online course, 1 credit, $44.99 |
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Survival Skills in Financial Services Advice on how to not only survive, but thrive in the current marketplace.
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Independently Wealthy: How to Build Financial Security in the New Economic Era, 2nd Edition
Commonsense approach to achieving financial independence in the new economic landscape.
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Assets and Asset Management
Online course, 2 credits, $39.98 |
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Advising Entrepreneurs : Dynamic Strategies for Financial Growth
Steer your entrepreneurial clients through the rough waters of starting a new business
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Keeping Clients for Life
Learn to better relate to clients to grow your business by increasing the long-term retention of clients
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