Getting Started in Financial Consulting - 20 CPE Credit Hours
View Full-Size Image


Getting Started in Financial Consulting - 20 CPE Credit Hours

Price per Unit (piece): $89.95

Ask a question about this product

This is a physical book course, the default price includes the test only!  


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




:


Customer Reviews:

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
     

  

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.
0 STARS
Looks like this course needs to be updated.
4 STARS
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.

Website by Simple Power Designs - Template by Netzgeek