768801
9780156072045
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Provide instant answers to your clients' most pressing financial planning questions with this powerful system. You'll find hundreds of financial planning documents in 25 separate guides. Each guide defines key words; assists in analyzing, evaluating, and making recommendations; and includes sample checklists and worksheets easily customized and printed using your computer. Our 2001 edition features new information on cash flow and budgeting, equity-based securities, investment risk and portfolio design, and using derivatives to enhance returns and preserve capital. As an added feature, you'll have access to an archive of our industry-acclaimed newsletters: Executive's Tax & Management Report, Financial Advisor Pro, Financial Planning Digest, and new to this release, Family Business Professional. Over 90 credit hours of low-cost CPE (additional grading fee).Fowler is the author of 'Financial Planner's Library 2001' with ISBN 9780156072045 and ISBN 0156072041.
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