Books tagged: investment advisor

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Found 3 results

What are the Requirements for Becoming a Financial Planner?
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Price: $2.99 USD. Words: 3,990. Language: English. Published: July 7, 2010. Category: Nonfiction » Business & Economics » Personal finance
With the first of the 67 million Baby Boomers starting to hit age 65 in 2011, there is and will be a tremendous need for financial advisers. I want to share my Lessons Learned achieving legal status as a Registered Investment Adviser to make it easier for other people to also become financial planners.
Practical tips for Chartered Financial Analyst Level 3 exam
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Price: $8.99 USD. Words: 14,800. Language: English. Published: March 6, 2014. Category: Nonfiction » Business & Economics » Investments & securities / bonds
As a student for CFA exams at level 3 what I found most difficult was ability to “put it all together”. This book is a perfect foil for you while you are preparing for exams. Additionally the book has been written in notes style, with all important concepts covered at one place.
Game Changers: 7 Things Every Financial Advisor Needs to Know
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Price: $5.99 USD. Words: 14,500. Language: English. Published: April 9, 2014. Category: Nonfiction » Business & Economics » Personal finance
Tired of wasting your time on prospects who never buy from you? Or do you have so many clients to service that you find yourself unable to find time to go after the big fish? In "Game Changers: 7 Things Every Financial Advisor Needs to Know", author Thomas H. Miller reveals the strategies and principles financial advisors need to master to compete for top clients.