MARC details
| 000 -LEADER |
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| fixed length control field |
01898 a2200265 4500 |
| 003 - CONTROL NUMBER IDENTIFIER |
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| control field |
3228 |
| 005 - DATE AND TIME OF LATEST TRANSACTION |
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| control field |
20250303094242.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
241022b sa ||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9780702184604 |
| Qualifying information |
Pbk |
| 040 ## - CATALOGING SOURCE |
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| Original cataloging agency |
RDA |
| Transcribing agency |
3228 |
| Language of cataloging |
English |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.0240068 ROSS |
| 100 ## - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Rossini, Lee |
| Relator term |
Author |
| 9 (RLIN) |
154392 |
| 245 ## - TITLE STATEMENT |
|---|
| Title |
Business management for financial planners: |
| Statement of responsibility, etc. |
Lee Rossini and Johann Maree. |
| Remainder of title |
a guide to creating a sustainable service-based financial planning business |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. |
|---|
| Place of publication, distribution, etc. |
Claremont |
| Name of publisher, distributor, etc. |
Juta & Co |
| Date of publication, distribution, etc. |
2010 |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
xiv, 294 pages |
| Other physical details |
colour illustrations: |
| Dimensions |
25 cm |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE |
|---|
| Bibliography, etc. note |
Includes bibliographical references and index. |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc. |
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. |
| 521 ## - TARGET AUDIENCE NOTE |
|---|
| Target audience note |
Adult |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Source of heading or term |
The fundamentals of financial planning. -- The financial planning environment. -- A global perspective on financial planning. -- Requirements of a successful financial planner. -- The non-negotiable aspects of financial planning. -- Implementing changes. -- Financial planning as a professional service. -- The foundations of a service-based business. -- Clients -- the number one priority. -- Service design. -- Service delivery. -- Marketing to an existing client base and attracting new clients. -- The financial aspects of a business. -- Risk and business continuity planning. -- Exiting a business. -- Other important issues. |
| 651 ## - SUBJECT ADDED ENTRY--GEOGRAPHIC NAME |
|---|
| Geographic name |
South Africa |
| 655 ## - INDEX TERM--GENRE/FORM |
|---|
| Genre/form data or focus term |
Non-fiction |
| 9 (RLIN) |
190173 |
| 690 ## - LOCAL SUBJECT ADDED ENTRY--TOPICAL TERM (OCLC, RLIN) |
|---|
| Source of heading or term |
650782288 |
| 700 ## - ADDED ENTRY--PERSONAL NAME |
|---|
| Personal name |
Johann Maree, Nicolene van Loggerenberg |
| 9 (RLIN) |
191504 |
| 942 ## - ADDED ENTRY ELEMENTS |
|---|
| Source of classification or shelving scheme |
Dewey Decimal Classification |
| item type |
Book |
| -- |
12663 |
| -- |
Priscilla Nozizwe Mogale |