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Paperback Financial Planning for CPAs Book
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ISBN: 0471323594

ISBN13: 9780471323594

Financial Planning for CPAs

by , , , et al.
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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.

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Format: Paperback

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Related Subjects

Accounting Accounting & Finance Business Business & Finance Business & Investing CPA Economics Education Education & Reference Education & Training

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