Investing - General & Miscellaneous, Personal Finance - General & Miscellaneous
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Overview
This text is written from the consumer's perspective, but is intended for financial practitioners, to give them a better understanding of their clients' total financial situation. Coverage includes understanding client needs—including financial goals, needs, objectives, and determining a client's risk tolerance—building client wealth through the accumulation and growth of investment assets, and preserving client assets.Annotation © Book News, Inc., Portland, OR
Book Details
Published
November 1, 2001
Publisher
Kaplan Publishing
Pages
229
Format
Paperback
ISBN
9780793150359