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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

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


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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.




  • 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
Great refresher course. Not wordy. Does a great job bringing me up to date as the computer programs do most of the work nowadays.
2 STARS
The last half or so of the course had nothing to do with divorce. The test was strange with question 107 seeming to have the man marry his daughter!
0 STARS
THE TEST WAS A MESS WITH SOME ANSWERS SHOWN TWICE AND OTHERS HAD THE QUESTION AS ONE OF THE ANSWERS. IT\'S OBVIOUS NO ONE PROOF READ THE ANSWERS BEFORE SUBMITTING.
0 STARS
This course seemed more concerned with lawyers than with CPA (regardless of state) and questions were very poorly worded. Many were of the which was is false or exempt which made the test even more difficult. Find the course somewhere else.

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