Financial Planner

Getting Started as a Financial Planner

Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?


Merchant: eBooks


The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week (Unabridged)

The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week (Unabridged)

Sale Price: $11.54*
Retail: $32.95 (65% off!)
(Audible.com)

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Let professional financial planner Robert Pagliarini give you a six-day financial makeover....


Merchant: Audible.com


Rattiner's Financial Planner's Bible

The single definitive resource on the right way to practice professional financial planning This book presents the best practices of financial advisors in all aspects of financial planning, asset management, and product marketing.


Merchant: eBooks


Who's Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor 

The right ways to select the right financial advisorThe financial planner is becoming as important as the family doctor. Yet, as is often the case with other professions, it is difficult to know how to select a good advisor.


Merchant: eBooks


J. K. Lasser Pro Fee-Only Financial Planning

J. K. Lasser Pro Fee-Only Financial Planning

Price: $55*
(eBooks)

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Written by the father of fee-only planning, this practical guidebook assists financial planners in key aspects involved in successfully conducting a fee-only financial planning business.


Merchant: eBooks


Get Your Share (Unabridged)

Get Your Share (Unabridged)

Sale Price: $8.74*
Retail: $24.95 (65% off!)
(Audible.com)

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Financial planner and broker Julie Stav has been helping women achieve financial security for years through her network of media and speaking appearances...


Merchant: Audible.com