On 2009-01-23 S. E. Nelson, Minnesota, USA wrote: Half of the information in this book could be applied to anybody looking to start a small business. The other half is a rather general explanation of the processes that financial planners need to serve their clients. A few examples of documentation used by financial planners such as client questionnaires may interest newbies. One would be better off getting a book devoted to financial planning of which there are few of any quality and a book devoted to guiding aspiring small business owners. I just don´t see how anyone could read this book and be any closer to being a competent financial planner. . And summed up by saying Priceless for the completely clueless . Currently Getting Started as a Financial Planner: Revised and Updated Edition has an overall rating of 6 over 10.
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Bloomberg Press claimed Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer planning services. And according to a report from the U.S. Department of Labor, employment of personal financial advisers is ´expected to grow faster than the average for all occupations through the year 2012.... As the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money.´ Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner is a hands-on guide to making the move to becoming a fee-based financial planner. Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.
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