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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  • 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.
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5 STARS
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!
4 STARS
I have used the CPE subscription a few times now. I find it easy to check out books from the library or buy them & then take the test. It\'s very cost effective.

My request would be for more choices to be added. I have done many of them & cannot realistically repeat. Also, the books that have short chapters or bulleted points make it easier to follow along for test purposes
1 STARS
Overall it is good but I have few notes to make:

1. I suggest you add more courses.
2. Materials/Books are so long (400+ pages each courses). The ones I have taken. I would suggest they use more precise/short materials in the future.

Other than that the price is fair and I am considering renewing.
4 STARS
Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.

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