Financial Planning for Cpas

Financial Planning for Cpas

Editorial Reviews
Book Description
This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.

Book Info
Provides information and guidance to certified public accountants (CPAs) interested in adding personal financial planning and investment advising to their accounting practice. Softcover. CD-ROM included. DLC: Financial planners--U.S.

Financial Planning for Cpas

Financial Planning for Cpas,Phyllis Bernstein,Linda Lach,Jim H. Ainsworth,John Wiley & Sons,0471323594,Accounting - General,Business & Economics,Business / Economics / Finance,Business Enterprise,Business/Economics,CPA (Certified Public Accountant),Financial Accounting,Financial planners,Financial services industry,Investments & Securities - General,Marketing,United States,Budgeting & financial management,Finance

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