The Locator -- [(subject = "Financial planners--United States")]

38 records matched your query       


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Record 1
Income tax planning / Author: Langdon, Thomas P., Publisher: St. Rose, CA ME, Money Education, Date: [2022]   This title can be found in 1 Iowa libraries.
Record 2
Pound foolish : exposing the dark side of the personal finance industry / Author: Olen, Helaine, Publisher: New York, New York : Portfolio/Penguin, Date: 2013.   This title can be found in 3 Iowa libraries.
Record 3
Implementing the wealth management index : tools to build your practice and measure client success / Author: Levin, Ross. Publisher: Hoboken, N.J. : Bloomberg Press, Date: c2012.   This title can be found in 1 Iowa libraries.
Record 4
Pound foolish : exposing the dark side of the personal finance industry / Author: Olen, Helaine. Publisher: New York, N.Y. : Portfolio/Penguin, Date: 2012.   This title can be found in 12 Iowa libraries.
Record 5
CFP certification exam practice question workbook / Author: Brandeburg, Matthew. Publisher: [Columbus, OH] : Bridgeway Financial Group, Date: c2011.   This title can be found in 1 Iowa libraries.
Record 6
Your guide to the CFP certification exam : a supplement to financial planning coursework and self-study materials / Author: Brandeburg, Matthew. Publisher: [Columbus, OH ] : Bridgeway Financial Group, Date: c2010.   This title can be found in 2 Iowa libraries.
Record 7
Rattiner's review for the CFP certification : examination fast track study guide / Author: Rattiner, Jeffrey H., Publisher: Hoboken, N.J. : John Wiley, Date: c2009.   This title can be found in 1 Iowa libraries.
Record 8
Financial planners Format: [electronic resource] / Publisher: [Washington, D.C.] : U.S. Securities and Exchange Commission, Date: [2008]   This title can be found in 2 Iowa libraries.
Record 9
Return on learning : training for high performance at Accenture / Publisher: Chicago : B2 Books, Date: [2008], c2006.   This title can be found in 1 Iowa libraries.
Record 10
Life settlement planning / Publisher: Cincinnati, Oh : National Underwriter Co., Date: 2008.   This title can be found in 1 Iowa libraries.
Record 11
Before you file for personal bankruptcy information about credit counseling and debtor education. Format: [electronic resource] : Publisher: [Washington, D.C.] : Federal Trade Commission, Bureau of Consumer Protection, Division of Consumer and Business Education, Date: [2006]   This title can be found in 1 Iowa libraries.
Record 12
How to value, buy, or sell a financial advisory practice : a manual on mergers, acquisitions, and transition planning / Author: Tibergien, Mark C., Publisher: Bloomberg Press : New York, Date: c2006.   This title can be found in 2 Iowa libraries.
Record 13
Getting started as a financial planner / Author: Rattiner, Jeffrey H., Publisher: New York, N.Y. : Bloomberg Press, Date: c2005.   This title can be found in 3 Iowa libraries.
Record 14
Tools & techniques of practice management / Author: Bruckenstein, Joel P., Publisher: Erlanger, KY : National Underwriter Co., Date: c2004.   This title can be found in 2 Iowa libraries.
Record 15
Rattiner's review for the CFP certification examination : fast track study guide / Author: Rattiner, Jeffrey H., Publisher: Hoboken, N.J. : J. Wiley & Sons, Date: c2003.   This title can be found in 2 Iowa libraries.
Record 16
Investing for middle America : John Elliott Tappan and the origins of American Express Financial Advisors / Author: Lipartito, Kenneth, Publisher: New York : Palgrave, Date: 2001.   This title can be found in 4 Iowa libraries.
Record 17
The financial planner's guide to moving your practice online : creating your internet presence and growing your business / Author: Durrie, Douglas H., Publisher: Princeton, N.J. : Bloomberg, Date: 2001.   This title can be found in 1 Iowa libraries.
Record 18
Preparing for the retirement boom / Author: Grady, Thomas, Publisher: New York : John Wiley, Date: c2000.   This title can be found in 1 Iowa libraries.
Record 19
Getting started in financial consulting / Author: Stone, Edward J., Publisher: New York : John Wiley & Sons, Date: c2000.   This title can be found in 2 Iowa libraries.
Record 20
Accredited investors Format: [electronic resource] / Publisher: [Washington, D.C.] : U.S. Securities and Exchange Commission, Date: [2000]   This title can be found in 2 Iowa libraries.

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