Tools & Techniques of Financial Planning

by Stephan R. Leimberg, Michael S. Jackson, Robert J. Doyle

Put your clients on the path to financial success by crafting the ultimate financial plan for their unique needs. Tools & Techniques of Financial Planning s systematic approach to planning will give you the solid foundation of skills and knowledge needed to gain client trust and earn more business. You ll learn how to relate the products you offer to each client s unique needs and circumstances.

490 pages, Paperback

First published January 1, 1986

Reviews

[Elizabeth Renter · Rating 1 out of 5]

I’ve never reviewed a textbook, but this is so poorly written, I had to say so. I have to trust the information is accurate (because I’m in a graduate level class to learn the topic), but the writing and publishing errors cast doubt. There are typos, entire sections repeated verbatim back to back, and each section reads as if it was written by a different ghostwriter. I hope no one is considering buying this for leisure reading — you’ll definitely regret it. And if you’re buying for a class: best of luck! Hope your instructor is more involved than mine.

[Hunter · Rating 5 out of 5]

i passed the first class based on this book, i would say very knowledge dense.

[Masegobolele]

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