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832 pages • missing pub info (view editions)
ISBN/UID: 9781949506365
Format: Paperback
Language: English
Publisher: The National Underwriter Company
Edition Pub Date: Not specified
Description
A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial...
Community Reviews
Content Warnings
832 pages • missing pub info (view editions)
ISBN/UID: 9781949506365
Format: Paperback
Language: English
Publisher: The National Underwriter Company
Edition Pub Date: Not specified
Description
A thorough review of the new 7-step systematic financial planning process. A description of the regulatory environment in which every financial planner operates. An in-depth discussion of client communication and counseling techniques. Financial...
Community Reviews
Content Warnings