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Financial Planning: the Cpas Practice Guide

By (author) Ainsworth
Format: Paperback
Publisher: John Wiley and Sons Ltd, New York, United States
Imprint: John Wiley & Sons Inc
Published: 21st Nov 1994
Dimensions: w 228mm h 278mm d 19mm
Weight: 1049g
ISBN-10: 0471074284
ISBN-13: 9780471074281
Barcode No: 9780471074281
Describes a systemic process that utilizes such established concepts as organizing engagements, gathering client data, customizing client analyses, developing recommendations, preparing client reports and presentations. Discusses various work programs, engagement correspondence, checklists and other practice aids which can be used to enhance the financial planning process. Includes less traditional financial planning concepts such as becoming licensed to offer financial products.

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