This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.

Financial Planning for Cpas

Test Preparation

Ainsworth, Jim H.

Bernstein, Phyllis

Lach, Linda

Professional

John Wiley&Sons, Inc.

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Books by Bernstein, Phyllis

See the best price to sell, buy, or rent books by Bernstein, Phyllis. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Financial Planning for Cpas