Sobre este e-book
Building a successful career in a red-hot field.
Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more.
—Includes a comprehensive resource section
Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more.
—Includes a comprehensive resource section
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Sobre o autor
John P. Napolitano, CPA, PFS, CFP, is the chairman and CEO of U.S. Wealth Management, LLC. A director on the board of the Financial Planning Association of Massachusetts, he has taught courses for CPAs, financial planners, insurance professionals, and attorneys throughout the country. He writes a weekly column for the Patriot Ledger and is a sought-after speaker on financial planning topics and the building of a successful career in financial planning.
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