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Wealth Management:The Financial Advisor’s Guide to (F8350)
Course Format: Book  Test Format: Not Online
Select Your State for Credit Hours
Level: BASIC


Wealth Management:The Financial Advisor’s Guide to

Wealth Management lays out all the secrets for attracting new clients, managing their expectations, and establishing workable investment plans. It provides financial professionals with the tools and information to effectively run a financial advisory/asset management business as part of the overall financial advisory practice.

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Authors/Instructors Wanted!
Professionals Publishing Group is looking for highly qualified professionals to join our select group of instructors to write CPE courses on all areas of accounting, taxation, financial planning, and law.
   
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New York Accountancy Board Change for CPA's
New York CPE rule changes.
   
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The Internal Revenue Service today announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2008.
   
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