Getting Started as a Financial Planner, 2nd, Revised and Updated Edition

Preface.
Chapter 1: The World of Financial Planning.
Describes who is attracted to the field, the origins offinancial planning, and recent trends in the industry.
Chapter 2: Foundations of a Financial Planning Career.
"Ten Must-Do's" for structuring a successfulfinancial planning business.
Chapter 3: Developing a Client Management System.
PIPRIM, a client management system that will help plannersdevelop a comprehensive financial consulting practice.
Chapter 4: The Spectrum of Financial Planning.
An overview of the many disciplines in financial planning andstrategies for overcoming client blind spots in each area.
Chapter 5: Compliance and Legal Issues.
How to comply with the many stringent laws affecting financialservices.
Chapter 6: Building the Practice Infrastructure.
How to develop a business plan and the business infrastructure,including establishing a compensation model that represents theplanner's practice philosophy.
Chapter 7: Marketing Your Practice.
Strategies to help your firm become recognized and wellknown.
Chapter 8: The Art of Client Communication.
Developing effective methods for communicating withclients.
Chapter 9: Running an Integrated Practice.
Three case studies incorporating the principles explainedthroughout the book.
Chapter 10: Resources and Training.
A discussion of professional groups, turnkey programs,software, books, and periodicals--including websites andtelephone numbers.
Appendix A.
Certified Financial Planner Board of Standards Code of Ethicsand Professional Responsibility: Section I.
Appendix B.
Trends in Staffing and Compensation.
Continuing-Education Exam.
For CFP Continuing-Education Credit And PACE RecertificationCredit.
Index.