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Getting Started in Financial Consulting - 20 CPE Credit Hours
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Getting Started in Financial Consulting - 20 CPE Credit Hours

Price per Unit (piece): $89.95


This is a physical book course, the default price includes the test only!  NOT TEXAS COMPLIANT. 


We do NOT have a license for book downloads. If you do not have a copy of the book you can either:

Select (ship a book) above and pay us to order one for you.

The EXACT book you want is:

 

Getting Started in Financial Consulting

ISBN-10: 0471348147

 

Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations.

If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you. How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning:

-Organizing and structuring your business
-Indispensable software tools
-Services you can offer clients and why you should specialize
-Marketing your services, targeting clients, and building a solid core clientele
-Dealing with state and federal regulations




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Customer Reviews:

christievarner  (Sunday, 18 March 2018)
Rating: 5
This was a very interesting & informative book. The chapters were short and well laid out.
The test followed the book easily so it was a great test to cover the material. Highly recommend!


test  (Tuesday, 24 May 2011)
Rating: 5
Great course in financial planning. The course materials were well planned and I had immediate results.




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4 STARS
Love the courses. Wish there was more selection!
0 STARS
This has to be one of the most poorly written courses I have ever taken. There were typos, conflicting answers in the review questions, poorly-worded statements and questions. I\'ve taken many better ethics courses over the years. This course was a disappointment!
5 STARS
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