Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money. This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.
✔ Author(s): Michael A. Dalton,James F. Dalton
✔ Title: Fundamentals of Financial Planning 6th Edition
✔ Rating : 4.2 out of 5 base on (38 reviews)
✔ ISBN-10: 1946711640
✔ ISBN-13: 9781946711649
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Fundamentals of Financial Planning 6th Edition by Michael A. Dalton
Lucy Garraway
This book is a work of art. The language, the imagery, the symbolism - everything came together beautifully to create a memorable reading experience.
Josephine Alvarez
The plot was so well-paced that I lost track of time while reading. I was completely immersed in the story, eagerly turning the pages to uncover the next twist.
Rosa Bax
The characters in this book felt like old friends, and I was sad to say goodbye to them at the end. It's a testament to the author's talent for creating memorable and relatable personas.
