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The first book to provide a comprehensive history of the financial planning profession The financial services field has been revolutionized in the last quarter of the twentieth century by the financial planning profession. So much has happened in so little time that it has been difficult to keep up with the events and key players that make up the world of financial planning. The History of Financial Planning is the first book to provide a comprehensive history of the profession. Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profess...
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial...
The introduction was written 62 years ago. The Great Beyond is my age from 17 to 80. This book reveals what can be done. It answers the question, Who am I? The Miller genealogy is traced to Adam and Eve. The Miller Code of Ethics, Curriculum Vitae, and a Broad Mentality are defined. Famous people travel. I have circled the earth seven times, traveled to Japan 40 times, to Pearl Harbor 25 times, and I have driven thousands of miles in Europe, New Zealand, and Australia. Study the worlds cultures. Learn the motto God gave us, Faith, Hope, and Love. My life is working and learning. Read and learn without working. Plan your life NOW. Thirty years in advance I planned a sabbatical every ten years...
The official CFP guide for career excellence CFP Board Financial Planning Competency Handbook is the essential reference for those at any stage of CFP certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you ...
"Finance for Entrepreneurs" is an essential work for those seeking to successfully navigate the complex world of business finance. This book provides an in-depth and accessible overview of the most important financial concepts, from budget management to investment strategies. Through clear explanations and practical examples, it becomes an indispensable resource for entrepreneurs who want to strengthen their financial skills, optimize their company's resources, and promote sustainable growth. It also provides useful advice on risk assessment and maximizing profitability, making it a valuable guide to making smart and effective financial decisions.
Whether you’re studying to become a financial planner or a practitioner looking for a comprehensive reference to help serve your clients' needs, this is the ultimate guide. Developed by Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Competency Handbook gives you everything you need to meet the daily challenges of your current or future profession. This all-inclusive handbook covers the entire list of nearly 90 vital topics on integrated financial planning, including such major components as: General Principles of Finance and Financial Planning Insurance Planning Employee Benefits Planning Investment and Securities Planning State and Federal Income Tax Planning Estate Tax, Gift Tax, and Transfer Tax Planning Retirement Planning Estate Planning Principles of Communication and Counseling And more
On Palm Sunday 1964, at the Second Presbyterian Church in Memphis, a group of black and white students began a "kneel-in" to protest the church's policy of segregation, a protest that would continue in one form or another for more than a year and eventually force the church to open its doors to black worshippers. In The Last Segregated Hour, Stephen Haynes tells the story of this dramatic yet little studied tactic which was the strategy of choice for bringing attention to segregationist policies in Southern churches. "Kneel-ins" involved surprise visits to targeted churches, usually during Easter season, and often resulted in physical standoffs with resistant church people. The spectacle of ...