Rattiner's secrets of financial planning from running your practice to optimizing your client's experience / Jeffrey H. Rattiner.
| Author/creator | Rattiner, Jeffrey H., 1960- |
| Format | Electronic |
| Edition | First Edition. |
| Publication Info | Hoboken : Wiley, 2020. |
| Description | pages cm |
| Supplemental Content | Full text available from Ebook Central - Academic Complete |
| Subjects |
| Abstract | "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"-- Provided by publisher. |
| General note | Includes index. |
| Access restriction | Available only to authorized users. |
| Technical details | Mode of access: World Wide Web |
| Genre/form | Electronic books. |
| LCCN | 2020026980 |
| ISBN | 9781119594277 (hardback) |
| ISBN | (adobe pdf) |
| ISBN | (epub) |
Availability
| Library | Location | Call Number | Status | Item Actions |
|---|---|---|---|---|
| Electronic Resources | Access Content Online | ✔ Available |