Advertisement
| continuing education for financial advisors: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| continuing education for financial advisors: Using Financial Information in Continuing Education Gary W. Matkin, 1997 Current issues and institutional settings - Traditional financial management in CE organizations - Multidimensional financial management in continuing education - Activity-based costing in continuing education - The basics of course financial planning - A practical guide to course budgeting - Multidimensional budgeting and activity-based costing for programmers - Special issues in course planning - Understanding and setting the context for the CE financial - The budget process - Multidimensional budgeting for the organization - Designing and implementing an ABC system - Indirect costs and the cost-effectiveness of promotion expenditures - Investments in continuing education : beyond the current operating cycle. |
| continuing education for financial advisors: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| continuing education for financial advisors: The Bucket Plan® Jason L Smith, 2017-08-29 Worry less. Plan more. Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Readers will learn: • The three biggest dangers for your financial future and how The Bucket Plan helps protect from them • A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it • A surefire way to avoid taking on too much investment risk on money you may need in the near future • Much, much more When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement. |
| continuing education for financial advisors: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-12-06 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| continuing education for financial advisors: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| continuing education for financial advisors: Success as a Financial Advisor For Dummies Ivan M. Illan, 2018-11-13 A must-have reference for financial advisors In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway. Inside, you’ll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, you’ll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more. Master the seven core competencies Attract and win new business Pick the right clients Benchmark your performance Start your own firm Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor. |
| continuing education for financial advisors: CFP Board Financial Planning Competency Handbook CFP Board, 2015-07-09 The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. The only official CFP Board handbook on the market, this book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. CFP Board Financial Planning Competency Handbook guides you from student to practitioner and far beyond, with the information you need when you need it. |
| continuing education for financial advisors: The 5 Mistakes Every Investor Makes and How to Avoid Them Peter Mallouk, 2014-07-22 Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction. |
| continuing education for financial advisors: Investment Adviser Regulation Clifford E. Kirsch, 2006 Investment Adviser Regulation: A Step-by-Step Guide to Compliance and the Law gives you the thorough regulatory guidance you need to understand the rules currently governing investment advisers while ensuring you keep pace with the tougher rules to come. This straightforward, easy-to-read compliance resource shows you how to file and update the pivotal Form ADV and draft compliant advisory contracts. |
| continuing education for financial advisors: The History of Financial Planning E. Denby Brandon, Jr., H. Oliver Welch, 2009-09-17 The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession Names four initial engines of growth that contributed to the success of financial planning Reveals the moments and key players that define the history of financial planning Discusses the emergence of the Financial Planning Association (FPA) The financial planning field has a rich history, and with this book as your guide, you'll quickly discover how it has evolved over the years. |
| continuing education for financial advisors: A Spectrum of Legacies Mark Weber, 2021-08-30 Studies show that--despite the best intentions--most wealth transfers from parents to children fail due to poor communication and a lack of trust among family members. In A Spectrum of Legacies, Mark Weber explains how to prepare children to be responsible heirs and use charitable giving as a means of passing values to children. Weber provides insights and numerous worksheets and letters that enable readers to craft their own unique legacies. Case studies and straightforward language make this book an accessible and valuable tool for individuals who want to:?Prepare heirs to use an inheritance wisely.?Develop closer ties with and among their children.?Create lifetime giving plans that demonstrate their values to their children.?Determine how best to make charitable bequests to the organizations they value. |
| continuing education for financial advisors: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| continuing education for financial advisors: The White Coat Investor's Financial Boot Camp James M. Dahle, 2019-03 Doctors and other high income professionals receive little training in personal finance, investing, or business. This book teaches them what they did not learn in school or residency. It includes information on insurance, personal finance, budgeting, buying housing, mortgages, student loan management, retirement accounts, taxes, investing, correcting errors, paying for college, estate planning and asset protection. |
| continuing education for financial advisors: Ten Years to Midnight Blair H. Sheppard, 2020-08-04 “Shows how humans have brought us to the brink and how humanity can find solutions. I urge people to read with humility and the daring to act.” —Harpal Singh, former Chair, Save the Children, India, and former Vice Chair, Save the Children International In conversations with people all over the world, from government officials and business leaders to taxi drivers and schoolteachers, Blair Sheppard, global leader for strategy and leadership at PwC, discovered they all had surprisingly similar concerns. In this prescient and pragmatic book, he and his team sum up these concerns in what they call the ADAPT framework: Asymmetry of wealth; Disruption wrought by the unexpected and often problematic consequences of technology; Age disparities--stresses caused by very young or very old populations in developed and emerging countries; Polarization as a symptom of the breakdown in global and national consensus; and loss of Trust in the institutions that underpin and stabilize society. These concerns are in turn precipitating four crises: a crisis of prosperity, a crisis of technology, a crisis of institutional legitimacy, and a crisis of leadership. Sheppard and his team analyze the complex roots of these crises--but they also offer solutions, albeit often seemingly counterintuitive ones. For example, in an era of globalization, we need to place a much greater emphasis on developing self-sustaining local economies. And as technology permeates our lives, we need computer scientists and engineers conversant with sociology and psychology and poets who can code. The authors argue persuasively that we have only a decade to make headway on these problems. But if we tackle them now, thoughtfully, imaginatively, creatively, and energetically, in ten years we could be looking at a dawn instead of darkness. |
| continuing education for financial advisors: CFP Board Financial Planning Competency Handbook CFP Board, 2013-04-03 Whether you’re studying to become a financial planner, preparing for the CFP® exam, or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. The book comes with access to nearly 400 practice questions online, as well as the option to upgrade to a 28-Credit Continuing Education test for CFP® professionals based in the United States. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more |
| continuing education for financial advisors: Financial Counseling Dorothy B. Durband, Ryan H. Law, Angela K. Mazzolini, 2018-10-16 This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability. -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices. |
| continuing education for financial advisors: On Your Own Alexandra Armstrong, Mary R. Donahue, 2006-09 This book's combination of sound financial planning advice and psychological therapy can help widows and widowers in all situations take charge of their lives and forge ahead. The resource is filled with such practical strategies as selecting a retirement home, choosing the best insurance, and using a living trust to secure an estate. |
| continuing education for financial advisors: Foundations for Community Health Workers Tim Berthold, Alma Avila, Jennifer Miller, 2009-08-13 Foundations for Community Health Workers Foundations for Community Health Workers is a training resource for client- and community-centered public health practitioners, with an emphasis on promoting health equality. Based on City College of San Francisco's CHW Certificate Program, it begins with an overview of the historic and political context informing the practice of community health workers. The second section of the book addresses core competencies for working with individual clients, such as behavior change counseling and case management, and practitioner development topics such as ethics, stress management, and conflict resolution. The book's final section covers skills for practice at the group and community levels, such as conducting health outreach and facilitating community organizing and advocacy. Praise for Foundations for Community Health Workers This book is the first of its kind: a manual of core competencies and curricula for training community health workers. Covering topics from health inequalities to patient-centered counseling, this book is a tremendous resource for both scholars of and practitioners in the field of community-based medicine. It also marks a great step forward in any setting, rich or poor, in which it is imperative to reduce health disparities and promote genuine health and well-being. Paul E. Farmer, MD., PhD, Maude and Lillian Presley Professor of Social Medicine in the Department of Global Health and Social Medicine at Harvard Medical School; founding director, Partners In Health. This book is based on the contributions of experienced CHWs and advocates of the field. I am confident that it will serve as an inspiration for many CHW training programs. Yvonne Lacey, CHW, former coordinator, Black Infant Health Program, City of Berkeley Health Department; former chair, CHW Special Interest Group for the APHA. This book masterfully integrates the knowledge, skills, and abilities required of a CHW through storytelling and real life case examples. This simple and elegant approach brings to life the intricacies of the work and espouses the spirit of the role that is so critical to eliminating disparities a true model educational approach to emulate. Gayle Tang, MSN, RN., director, National Linguistic and Cultural Programs, National Diversity, Kaiser Permanente Finally, we have a competency-based textbook for community health worker education well informed by seasoned CHWs themselves as well as expert contributors. Donald E. Proulx, CHW National Education Collaborative, University of Arizona |
| continuing education for financial advisors: Surviving Financial Meltdown Ron Blue, Jeremy L. White, 2009 Take charge of your family's financial well-being with this six-step plan based on scriptural wisdom. |
| continuing education for financial advisors: Financial Planning Handbook for Physicians and Advisors David Edward Marcinko, 2005 Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan. |
| continuing education for financial advisors: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano, 2007 According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all. |
| continuing education for financial advisors: Higher Education Opportunity Act United States, 2008 |
| continuing education for financial advisors: Financial Services Industry United States. Congress. House. Committee on Energy and Commerce. Subcommittee on Telecommunications and Finance, 1991 |
| continuing education for financial advisors: Kiplinger's Personal Finance , 1994-08 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| continuing education for financial advisors: Wealth Odyssey Larry Frank Sr., 2005-02 Frank, a Certified Financial Planner in California, offers a concise, precise guide to prudent thinking about personal finances, along with simple tools to estimate how much is required for a comfortable retirement. A sound guide designed to help people make sensible plans for a successful retirement - Kirkus book review First let me tell you Larry Frank knows his stuff. He has a procedure that many will find worth taking the time to implement. The book is full of good advice. - Armchair interviews Larry Frank Sr, gives you a guidebook or road map for your financial goals or journey. If you are lost and need some help setting up a long term plan, this is the book for you. - Michelle Dunn, an award winning business author, an artist, a gardener and a mom. |
| continuing education for financial advisors: The Secrets of Authority: 50 Essential Tactics for Achieving Influence and Success Sophie White, 2024-10-25 Discover the secrets to unlocking influence and achieving remarkable success. This captivating guide unveils the 50 essential tactics that have empowered leaders and individuals alike to establish their authority in various fields. Delve into the heart of the book, where you'll uncover the precise strategies employed by influential figures. Learn how to command respect, build trust, and effectively communicate your message. Each tactic is meticulously explained, providing a clear roadmap for you to implement them seamlessly in your own life. This comprehensive guide is not merely a collection of tactics but a transformative tool. By mastering these principles, you'll gain the confidence and credibility to elevate your status, enhance your impact, and achieve greater success in both your personal and professional endeavors. Whether you aspire to lead teams, inspire audiences, or establish yourself as an expert in your field, The Secrets of Authority is your ultimate guide to unlocking the power of influence and shaping your destiny. |
| continuing education for financial advisors: The Bogleheads' Guide to Investing Mel Lindauer, Taylor Larimore, Michael LeBoeuf, 2021-11-23 The irreverent guide to investing, Boglehead style The Boglehead's Guide to Investing is a DIY handbook that espouses the sage investment wisdom of John C. Bogle. This witty and wonderful book offers contrarian advice that provides the first step on the road to investment success, illustrating how relying on typical common sense promoted by Wall Street is destined to leave you poorer. This updated edition includes new information on backdoor Roth IRAs and ETFs as mainstream buy and hold investments, estate taxes and gifting, plus changes to the laws regarding Traditional and Roth IRAs, and 401k and 403b retirement plans. With warnings and principles both precisely accurate and grandly counterintuitive, the Boglehead authors show how beating the market is a zero-sum game. Investing can be simple, but it's certainly not simplistic. Over the course of twenty years, the followers of John C. Bogle have evolved from a loose association of investors to a major force with the largest and most active non-commercial financial forum on the Internet. The Boglehead's Guide to Investing brings that communication to you with comprehensive guidance to the investment prowess on display at Bogleheads.org. You'll learn how to craft your own investment strategy using the Bogle-proven methods that have worked for thousands of investors, and how to: Choose a sound financial lifestyle and diversify your portfolio Start early, invest regularly, and know what you're buying Preserve your buying power, keeping costs and taxes low Throw out the good advice promoted by Wall Street that leads to investment failure Financial markets are essentially closed systems in which one's gain garners another's loss. Investors looking for a roadmap to successfully navigating these choppy waters long-term will find expert guidance, sound advice, and a little irreverent humor in The Boglehead's Guide to Investing. |
| continuing education for financial advisors: The Complete Idiot's Guide to Success as a Personal Financial Planner John P. Napolitano CPA, PFS, CFP, 2007-12-04 Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section |
| continuing education for financial advisors: Occupational Outlook Handbook , 2006 Describes 250 occupations which cover approximately 107 million jobs. |
| continuing education for financial advisors: Kiplinger's Personal Finance , 1993-11 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| continuing education for financial advisors: Introduction to Personal Finance John E. Grable, Lance Palmer, 2022-02-08 Every financial decision we make impacts our lives. Introduction to Personal Finance: Beginning Your Financial Journey, 2e is designed to help students avoid early financial mistakes and provide the tools needed to secure a strong foundation for the future. Using engaging visuals and a modular approach, instructors can easily customize their course to topics that matter most to their students. This course empowers students to define their personal values and make smart financial decisions that help them achieve their goals. |
| continuing education for financial advisors: Who's Watching Your Money? Jack Waymire, 2004-03-31 Praise for Who's Watching Your Money? The biggest decision every investor faces is the selection of a trustworthy financial advisor. It is also one of the toughest. There is a lot at stake: your assets and your financial future. So, it pays to make the right choice. With almost one million financial advisors in America, how can you pick the right one? Waymire has the perfect answer. -Paul B. Farrell, JD, PhD, columnist, CBS Marketwatch.com Don't let blind trust determine your financial future. Read Who's Watching Your Money? and learn how you can overcome the daunting task of finding a competent, trustworthy financial advisor. Who's Watching Your Money? is an invaluable guide for the millions of investors who have either unknowingly selected a poor-quality advisor or have yet to find someone to help them achieve their financial goals. Filled with in-depth insights and expert advice, this book skillfully describes the problems associated with finding, evaluating, selecting, and monitoring a financial advisor. To guide you on your journey, Who's Watching Your Money? outlines The 17 Paladin Principles. These proven principles-developed by author Jack Waymire-provide a summary solution that will dramatically increase the probability of finding a quality advisor to help secure your financial future. Knowledge is power, and after reading Who's Watching Your Money?, you'll be empowered to take control of your financial future before you run out of time. |
| continuing education for financial advisors: Rattiner's Financial Planner's Bible Jeffrey H. Rattiner, 2002-10-10 Jeff Rattiner has found another way to help producers. This book is a must-have for financial advisors, especially those that aspire to be Million Dollar Producers. -Thomas B. Gau, CPA, CFP President and CEO of Million Dollar Producer Jeff Rattiner has done it again! His book displays all the essential tools and techniques necessary for advanced planners to succeed in this business. Rattiner's easy-to-read style provides the best in marketing and practice management ideas. This book will help you if you have hit a dead end in your practice. Rattiner tells it like it is by providing a no-nonsense approach to truly taking your practice to the next level. A must-read for the serious financial advisor. -Jim Cannon, President, SunAmerica Securities, Sentra Securities Corporation, and Spelman & Co., Inc. Financial planners provide a variety of services to an array of clients but lack a uniform system for creating a profitable business. Rattiner's Financial Planner's Bible: The Advisor's Advisor collects best practices from the nation's leading financial planners, presenting a prototype turnkey model for achieving financial success for both the client and the practice. Financial planning expert Jeffrey Rattiner emphasizes an ethical, practical approach to financial advising, placing paramount importance on doing what's best for the client. Drawing on extensive interviews and his own experience, Rattiner delivers can't-miss tips on marketing a financial planning practice, developing an infrastructure, crafting strategic alliances, assessing a business's profitability, and creating the model twenty-first-century practice. This authoritative guide also covers: * Forming a planning advisory board * Establishing a realistic chain of command * Delegating responsibility * Making technology work for you * Charging clients appropriately Running a financial planning business need not be an exercise in trial and error. Rattiner's Financial Planner's Bible delivers a compelling model for advising success. |
| continuing education for financial advisors: Discourses on Business Education at the College Level Sabra E. Brock, Peter J. McAliney, 2019-09-24 Drawing from doctoral level research on how best to teach business education to college students, Discourses on Business Education at the College Level illustrates new and proven ideas for engaging students. Sixteen authors from New York University’s Steinhardt School of Culture, Education, and Human Development describe their experiences in upgrading and expanding the quality of the business education experience. Business school instructors can use this edited collection to draw inspiration and learn specific techniques to bring their courses to the cutting edge of curriculum. Topics range from teaching accounting, financial literacy, marketing, and teamwork to gamification, improving international student and intern experience, not-for credit education, and virtual workplace learning. |
| continuing education for financial advisors: Money Matters , 1986 |
| continuing education for financial advisors: Indianapolis Monthly , 2002-09 Indianapolis Monthly is the Circle City’s essential chronicle and guide, an indispensable authority on what’s new and what’s news. Through coverage of politics, crime, dining, style, business, sports, and arts and entertainment, each issue offers compelling narrative stories and lively, urbane coverage of Indy’s cultural landscape. |
| continuing education for financial advisors: Practice Options for the New Dentist American Dental Association, 2005 |
| continuing education for financial advisors: Research Anthology on Adult Education and the Development of Lifelong Learners Management Association, Information Resources, 2021-03-19 Whether it is earning a GED, a particular skill, or technical topic for a career, taking classes of interest, or even returning to begin a degree program or completing it, adult learning encompasses those beyond the traditional university age seeking out education. This type of education could be considered non-traditional as it goes beyond the typical educational path and develops learners that are self-initiated and focused on personal development in the form of gaining some sort of education. Essentially, it is a voluntary choice of learning throughout life for personal and professional development. While there is often a large focus towards K-12 and higher education, it is important that research also focuses on the developing trends, technologies, and techniques for providing adult education along with understanding lifelong learners’ choices, developments, and needs. The Research Anthology on Adult Education and the Development of Lifelong Learners focuses specifically on adult education and the best practices, services, and educational environments and methods for both the teaching and learning of adults. This spans further into the understanding of what it means to be a lifelong learner and how to develop adults who want to voluntarily contribute to their own development by enhancing their education level or knowledge of certain topics. This book is essential for teachers and professors, course instructors, business professionals, school administrators, practitioners, researchers, academicians, and students interested in the latest advancements in adult education and lifelong learning. |
| continuing education for financial advisors: The Financial Shepherd II and Sy Pugh, Glen Wright, 2011-06-24 Have you ever wondered why some people have SO much money, and why others have so little? What makes the super-rich any different from you? For anyone who has ever wondered what the difference is between the haves and the have-nots, you may have just found your answer. Regardless of how much money you have or dont have, the journey to financial success begins with understanding and accepting how you think about money, how you feel about money, and what you know about money. Once you achieve a realistic assessment of where you are financially, there are specific steps and proven strategies that can propel you toward accomplishing positive financial goals and securing financial freedom. Dollars + Change = Sense is the equation for financial success. This subtitle is based on the idea that it makes sense to change your old financial habits if you arent in a desirable financial position or if youd like to improve your current financial situation and maximize opportunities to increase wealth. The Dollars represent your current assets and liabilities, financial strengths and weaknesses, and other tools and resources that can be used to implement a good financial plan. Change represents your attitude and willingness to learn new information and apply new methods of financial management taught or demonstrated by professionals in the financial arena. Sense implies a reliable ability to judge and make good decisions as a result of training, maturity, and experience. Prepare to abandon old habits and adopt a new way of thinking about money. It is time to take control of your finances and embrace savvy new ways to spend, save, and invest in your financial future. If you browse the shelves at any library or bookstore, you will see there are many books written on finance. Some are written from a Christian perspective, some deal with feelings about spending and emotional attachments to money, others deal primarily with financial terminology and the technical aspects of money management. Many purport to be how to books that teach the reader tricks of the trade and how to get rich quick. But this book is designed to help readers identify real problems in their own finances and to provide real solutions that work. Throughout the entire book, you will be given guidelines for completing a basic financial assessment, understanding key financial terms, identifying a reputable financial planner, working with licensed professionals and counselors, developing and following a financial plan, achieving long-term investment, retirement and estate planning goals, and discovering Gods ultimate financial plan for your life. It may be useful to highlight specific terms or concepts, take notes in the margins, and re-read certain sections to make sure you not only read the information, but comprehend it as well. Realize that undergoing a financial transformation not only takes skill, but it also takes time. Making a commitment to understand, adjust, and improve your financial habits is one of the most important investments you will ever make, and it is guaranteed to offer a good return. The Financial Shepherd will help lead you up the path of financial recovery or down the road toward financial independence. |
CONTINUING Definition & Meaning - Merriam-Webster
The meaning of CONTINUING is continuous, constant. How to use continuing in a sentence.
451 Synonyms & Antonyms for CONTINUING - Thesaurus.com
Find 451 different ways to say CONTINUING, along with antonyms, related words, and example sentences at Thesaurus.com.
CONTINUING | English meaning - Cambridge Dictionary
Her article points out the continuing increases in the cost of raising children. The board is concerned about a continuing police investigation into the firm's activities. Members of the rival …
Continuing - definition of continuing by The Free Dictionary
continuing - remaining in force or being carried on without letup; "the act provided a continuing annual appropriation"; "the continuing struggle to put food on the table"
CONTINUING definition and meaning | Collins English Dictionary
2 meanings: 1. not ended; ongoing 2. → See continue.... Click for more definitions.
CONTINUING Synonyms: 132 Similar and Opposite Words - Merriam-Webster
Dec 5, 2016 · Synonyms for CONTINUING: continued, continuous, continual, incessant, nonstop, uninterrupted, constant, unceasing; Antonyms of CONTINUING: periodic, recurrent, …
CONTINUE Definition & Meaning - Merriam-Webster
The meaning of CONTINUE is to maintain without interruption a condition, course, or action. How to use continue in a sentence. Synonym Discussion of Continue.
Online continuing education that fits your life
Online continuing education made simple. 25 years of trusted experience. Continued offers affordable, convenient CE courses and resources in multiple professions.
Continuing or Continueing – Which is Correct? - Two Minute …
Mar 23, 2025 · The correct spelling is continuing. The confusion often arises because when forming the present participle or gerund of some verbs, we double the final consonant, like in …
What does Continuing mean? - Definitions.net
Continuing refers to the act or process of persevering, maintaining, prolonging, or carrying on with a certain activity, task, or situation. It pertains to a state or condition of ongoing activity, …
CONTINUING Definition & Meaning - Merriam-Webster
The meaning of CONTINUING is continuous, constant. How to use continuing in a sentence.
451 Synonyms & Antonyms for CONTINUING - Thesaurus.com
Find 451 different ways to say CONTINUING, along with antonyms, related words, and example sentences at Thesaurus.com.
CONTINUING | English meaning - Cambridge Dictionary
Her article points out the continuing increases in the cost of raising children. The board is concerned about a continuing police …
Continuing - definition of continuing by The Free Dictionary
continuing - remaining in force or being carried on without letup; "the act provided a continuing annual appropriation"; "the continuing …
CONTINUING definition and meaning | Collins English Dictionary
2 meanings: 1. not ended; ongoing 2. → See continue.... Click for more definitions.
