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

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This is a physical book course, the default price includes the test only!  Not Accepted in Texas. 


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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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Accounting

Auditing

Business Law

Business Management

Computers & Software

Financial Planning

Governmental Accounting

Non Profit Accounting

Real Estate

Taxation

  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
     
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
     
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA
     

  

5 STARS
We are required to take our Ethics courses every year and although these are important to remind us of an essential part of our work that if damaged, could destroy our career and possibly our organization. But these courses tend to become repetitive and mundane. I particularly liked this course for its case studies. One is about a female executive at Enron and her role prior to the Enron demise. The author makes you really think about how ethical is really ethical. If you take the course I think you’ll understand what I mean. Maintaining complete ethical behavior towards your organization, your clients, and the public is very difficult sometimes and I think you have to totally step back to see your situation most clearly in order to do what’s right.
4 STARS
This is a nice course which helped me get my required CPE.
0 STARS
Poorly written, many questions were nonsensical and the material was very old. This product was noted as a 2018 version but the quiz tested us on knowledge from the mid nineties. Very, very poor course and I would not recommend it to anyone.

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