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Title: So You Want to Be a Financial Planner by Nancy Langdon Jones ISBN: 0-9714436-3-7 Publisher: AdvisorWorks Pub. Date: December, 2002 Format: Paperback List Price(USD): $55.00 |
Average Customer Rating: 4.47 (17 reviews)
Rating: 3
Summary: Good Information at a Basic Level
Comment: This book provides a large amount of information at a faily basic level. The information provided was useful. The book gives a broad overview of the industry and provides guidance for those considering a career in financial planning. Use this book as a starting point if you are considering a financial planning career.
Rating: 5
Summary: Wonderful, Comprehensive Resource
Comment: This is a great resource for those who are looking for an understanding of what the industry is all about and step by step advice on how to enter the profession. Nancy's book was not the first book I read on Financial Planning. I'd read probably two or three others before she came out with her book and still had lots of questions about the nuts and bolts. I loved the book and found it very comprehensive. As a career changer, my biggest questions revolved around pros and cons of the various educational options and the process to move into the field. The chapter that discussed "planners who have been in the industry five years or less, and how they made the transition" was very enlightening for me.
Nancy's approach to the profession is definitely others-focused (you might say altruistic). You won't learn how to be a top producer from her narrative, but if you're looking for a multitude of insights into a profession that can be challenging, exciting, fulfilling, and rewarding through the service you provide to others, this is definitely the book. For me it was exactly what I was looking for.
Rating: 5
Summary: Good starter
Comment: This book is a great overview of financial planning as a profession. It discusses the many facets and approaches to the business while maintaining an evenhanded approach throughout. It focuses the reader on one of the most important points when considering financial planning as a career, "what does financial planning mean to you, and do you want to spend your life doing that?"
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Title: Getting Started as a Financial Planner by Jeffrey H. Rattiner ISBN: 1576600351 Publisher: Bloomberg Pr Pub. Date: July, 2000 List Price(USD): $34.95 |
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Title: Getting Started in Financial Consulting by Edward J. Stone ISBN: 0471348147 Publisher: John Wiley & Sons Pub. Date: 31 March, 2000 List Price(USD): $18.95 |
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Title: CFP (Certified Financial Planning) Exam Fast Track by Jeffrey H. Rattiner ISBN: 0471272655 Publisher: John Wiley & Sons Pub. Date: 18 July, 2003 List Price(USD): $59.95 |
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Title: Fee-Only Financial Planning : How to Make It Work for You by John E. Sestina ISBN: 0471388084 Publisher: John Wiley & Sons Pub. Date: 08 December, 2000 List Price(USD): $55.00 |
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Title: Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase Your Profits by Sheryl Garrett ISBN: 0872186210 Publisher: National Underwriter Company Pub. Date: September, 2002 List Price(USD): $39.99 |
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