The Financial Planning Answer Book covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, insurance, income tax and estate planning, and regulatory issues. The approach is practical and comprehensive, covering the basics of each topic through to practical explanations and expert guidance on applying the techniques, navigating thelaws and regulations and achieving the client's goals.
發表於2024-11-30
Financial Planning Answer Book 2024 pdf epub mobi 電子書 下載
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Financial Planning Answer Book 2024 pdf epub mobi 電子書 下載