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Getting Started in Financial Consulting - 20 CPE Credit Hours

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NOT AN ONLINE COURSE! PLEASE SEE DETAILS. Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expec
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Getting Started in Financial Consulting
0471348147

 

Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. For a great many of them, the experience is financially and personally rewarding beyond their expectations.

If you, too, are thinking about taking the big leap into becoming a financial consultant, but you aren't sure how to go about it, this book is for you. How can I be sure that financial consulting is right for my personality? What kinds of training and skills do I need to succeed, and how do I get them? What special licenses or certification are required? With the help of first-person accounts from successful financial consultants from across the country, expert Edward J. Stone provides complete answers to these and all your questions concerning:

Organizing and structuring your business
Indispensable software tools
Services you can offer clients and why you should specialize
Marketing your services, targeting clients, and building a solid core clientele
Dealing with state and federal regulations

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$129 Unlimited CPE Subscription
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Take all the CPE you need with our $129 Unlimited CPE Subscription! 365 Days access to all of our CPE courses allows you to get as much CPE Credit as you choose!

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Our CPE is currently accepted in: AL, AK, AZ, CA, CO, CT, DE, GA, ID, IN, IA, KY, ME, MD, MA, MI, MO, MT, NV, NH, NM, ND, OH, OK, PA, RI, SD, TX, UT, VT, VA, WA, WI, WY
 
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