Getting Started as a Financial Planner, 2nd, Revised and Updated EditionISBN: 978-1-57660-357-4
Paperback
368 pages
September 2009
 This is a Print-on-Demand title. It will be printed specifically to fill your order. Please allow an additional 10-15 days delivery time. The book is not returnable.
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Preface.
Chapter 1: The World of Financial Planning.
Describes who is attracted to the field, the origins of financial planning, and recent trends in the industry.
Chapter 2: Foundations of a Financial Planning Career.
“Ten Must-Do’s” for structuring a successful financial planning business.
Chapter 3: Developing a Client Management System.
PIPRIM, a client management system that will help planners develop a comprehensive financial consulting practice.
Chapter 4: The Spectrum of Financial Planning.
An overview of the many disciplines in financial planning and strategies for overcoming client blind spots in each area.
Chapter 5: Compliance and Legal Issues.
How to comply with the many stringent laws affecting financial services.
Chapter 6: Building the Practice Infrastructure.
How to develop a business plan and the business infrastructure, including establishing a compensation model that represents the planner's practice philosophy.
Chapter 7: Marketing Your Practice.
Strategies to help your firm become recognized and well known.
Chapter 8: The Art of Client Communication.
Developing effective methods for communicating with clients.
Chapter 9: Running an Integrated Practice.
Three case studies incorporating the principles explained throughout the book.
Chapter 10: Resources and Training.
A discussion of professional groups, turnkey programs, software, books, and periodicals—including websites and telephone numbers.
Appendix A.
Certified Financial Planner Board of Standards Code of Ethics and Professional Responsibility: Section I.
Appendix B.
Trends in Staffing and Compensation.
Continuing-Education Exam.
For CFP Continuing-Education Credit And PACE Recertification Credit.
Index.
Chapter 1: The World of Financial Planning.
Describes who is attracted to the field, the origins of financial planning, and recent trends in the industry.
Chapter 2: Foundations of a Financial Planning Career.
“Ten Must-Do’s” for structuring a successful financial planning business.
Chapter 3: Developing a Client Management System.
PIPRIM, a client management system that will help planners develop a comprehensive financial consulting practice.
Chapter 4: The Spectrum of Financial Planning.
An overview of the many disciplines in financial planning and strategies for overcoming client blind spots in each area.
Chapter 5: Compliance and Legal Issues.
How to comply with the many stringent laws affecting financial services.
Chapter 6: Building the Practice Infrastructure.
How to develop a business plan and the business infrastructure, including establishing a compensation model that represents the planner's practice philosophy.
Chapter 7: Marketing Your Practice.
Strategies to help your firm become recognized and well known.
Chapter 8: The Art of Client Communication.
Developing effective methods for communicating with clients.
Chapter 9: Running an Integrated Practice.
Three case studies incorporating the principles explained throughout the book.
Chapter 10: Resources and Training.
A discussion of professional groups, turnkey programs, software, books, and periodicals—including websites and telephone numbers.
Appendix A.
Certified Financial Planner Board of Standards Code of Ethics and Professional Responsibility: Section I.
Appendix B.
Trends in Staffing and Compensation.
Continuing-Education Exam.
For CFP Continuing-Education Credit And PACE Recertification Credit.
Index.
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