1. CFP Board Financial Planning Competency Handbook. ([2015]) Editors: Chaffin, Charles R Other Names: Certified Financial Planner Board of Standards. Record Type: Book Extent: 1 online resource View Content: Available online (eLD content is only available in our Reading Rooms) ↗
2. Financial counseling. (2018) Editors: Durband, Dorothy B; Law, Ryan H; Mazzolini, Angela K Record Type: Book Extent: 1 online resource (235 pages) View Content: Available online (eLD content is only available in our Reading Rooms) ↗
3. Life-centered financial planning : how to deliver value that will never be undervalued /: how to deliver value that will never be undervalued. (2020) Authors: Anthony, Mitch; Armson, Paul Record Type: Book Extent: 1 online resource View Content: Available online (eLD content is only available in our Reading Rooms) ↗
4. Practice made perfect : the discipline of business management for financial advisers /: the discipline of business management for financial advisers. (2010) Other Names: Tibergien, Mark C, 1952-; Pomering, Rebecca, 1974- Record Type: Book Extent: 1 online resource (21 pages) View Content: Available online (eLD content is only available in our Reading Rooms) ↗
5. Practicing financial planning : for professionals and CFP aspirants /: for professionals and CFP aspirants. (2016) Authors: Mittra, Sid, 1930-; Sahu, Anandi Prasad; Fischer, Brian Record Type: Book Extent: 1 online resource, illustrations View Content: Available online (eLD content is only available in our Reading Rooms) ↗
6. Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience /: from running your practice to optimizing your client's experience. (2020) Authors: Rattiner, Jeffrey H, 1960- Record Type: Book Extent: 1 online resource View Content: Available online (eLD content is only available in our Reading Rooms) ↗
7. Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providers /: the independence guide for investment advisors, attorneys, CPAs and other professional service providers. (2020) Authors: Fragasso, Robert, 1945- Record Type: Book Extent: 1 online resource View Content: Available online (eLD content is only available in our Reading Rooms) ↗
8. The client-centred financial adviser : the ultimate guide to building high-trust, high-profit relationships and a thriving practice /: the ultimate guide to building high-trust, high-profit relationships and a thriving practice. (2015) Authors: Dashfield, John Record Type: Book Extent: 1 online resource View Content: Available online (eLD content is only available in our Reading Rooms) ↗
9. The complete idiot's guide to success as a personal financial planner. (©2007) Other Names: Napolitano, John P Record Type: Book Extent: 1 online resource (xxi, 328 pages), illustrations View Content: Available online (eLD content is only available in our Reading Rooms) ↗
10. The financial advisor's success manual : how to structure and grow your financial services practice /: how to structure and grow your financial services practice. (2017) Authors: Leo, David I; Cmiel, Craig Record Type: Book Extent: 1 online resource (288 pages) View Content: Available online (eLD content is only available in our Reading Rooms) ↗