Getting Started as a Financial Planner, Revised and Updated Edition

Preface.
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Chapter 1: The World of Financial Planning.<br /> Describes who is attracted to the field, the origins of financial planning, and recent trends in the industry.
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Chapter 2: Foundations of a Financial Planning Career.<br /> Ten Must–Do s for structuring a successful financial planning business.
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Chapter 3: Developing a Client Management System.<br /> PIPRIM, a client management system that will help planners develop a comprehensive financial consulting practice.
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Chapter 4: The Spectrum of Financial Planning.<br /> An overview of the many disciplines in financial planning and strategies for overcoming client blind spots in each area.
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Chapter 5: Compliance and Legal Issues.<br /> How to comply with the many stringent laws affecting financial services.
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Chapter 6: Building the Practice Infrastructure.<br /> How to develop a business plan and the business infrastructure, including establishing a compensation model that represents the planner′s practice philosophy.
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Chapter 7: Marketing Your Practice.<br /> Strategies to help your firm become recognized and well known.
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Chapter 8: The Art of Client Communication.<br /> Developing effective methods for communicating with clients.
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Chapter 9: Running an Integrated Practice.<br /> Three case studies incorporating the principles explained throughout the book.
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Chapter 10: Resources and Training.<br /> A discussion of professional groups, turnkey programs, software, books, and periodicals including websites and telephone numbers.
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Appendix A.<br /> Certified Financial Planner Board of Standards Code of Ethics and Professional Responsibility: Section I.
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<br /> Appendix B.&nbsp;<br /> Trends in Staffing and Compensation.
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Continuing–Education Exam.<br /> For CFP Continuing–Education Credit And PACE Recertification Credit.
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<br /> Index.