Getting Started As A Financial Planner ，中文名，理财规划进行时

作者 Jeffrey H. Rattiner

Publisher: Bloomberg Press;

2 edition (June 29, 2005)

 ISBN-10: 1576601854

 PDF 2,4 Mb， 345 pages
评价：A must-read for emerging financial planners.
"When asked to recommend books for new advisers, we often suggest Getting Started as a Financial Planner."
 该书第一版于２０００年出版，一直位于亚马逊金融畅销榜   

•   PREFACE ix
•  
• The World of Financial Planning  1
• Foundations of a Financial Planning Career  17
• Developing a Client Management System 51
• The Spectrum of Financial Planning 93
• Compliance and Legal Issues  157
• Building the Practice Infrastructure  183
• Marketing Your Practice 215
• The Art of Client Communication 245
• Running an Integrated Practice 269
• Resources and Training 291
• APPENDix A  309
• APPENDix B  323
• CONTINUING-EDUCATION EXAM  327
•  INDEX  337