Business management for financial planners: a guide to creating a sustainable service-based financial planning business
Rossini, Lee
Business management for financial planners: a guide to creating a sustainable service-based financial planning business Lee Rossini and Johann Maree. - Claremont Juta & Co 2010 - xiv, 294 pages colour illustrations: 25 cm
Includes bibliographical references and index.
Summary: The Financial Planning Institute (FPI), which is affiliated internationally with the Financial Planning Standards Board (FPSB), has made a significant contribution to the evolution of financial planning as a profession. Financial planning is an interactive process between the adviser and his client in terms of which strategies are developed to meet financial goals and objectives.
Adult
9780702184604
South Africa
Non-fiction
332.0240068 ROSS
Business management for financial planners: a guide to creating a sustainable service-based financial planning business Lee Rossini and Johann Maree. - Claremont Juta & Co 2010 - xiv, 294 pages colour illustrations: 25 cm
Includes bibliographical references and index.
Summary: The Financial Planning Institute (FPI), which is affiliated internationally with the Financial Planning Standards Board (FPSB), has made a significant contribution to the evolution of financial planning as a profession. Financial planning is an interactive process between the adviser and his client in terms of which strategies are developed to meet financial goals and objectives.
Adult
9780702184604
South Africa
Non-fiction
332.0240068 ROSS