Home Based Business Financial Planner Resources

Resources:

On this page we provide resources for this home based business. As we find other resources, we will add them to this page.

Associations:

American Institute of Certified Public Accountants Personal Financial Planning

Financial Planning Association

National Association of Personal Financial Advisors

Society of Financial Service Professionals

Training:

American Academy of Financial Management

Certified Financial Planner Board of Standards, Inc.

Many colleges and universitites throughout the country offer courses and certification in financial planning.

Books:

Practicing Financial Planning for Professionals, Practitioners' Version (9th Edition), Sid Mittra (RH Publishing, 2005); ISBN: 1881995011.

Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers, Deena B. Katz (Bloomberg Press, Book and CD-ROM, 2001); ISBN: 157660084X.

Deena Katz on Practice Management: For Financial Aadvisers, Planners, and Wealth Managers, Deena B. Katz (Bloomberg Press, 1999); ISBN: 157660070X.

Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets, Harold R. Evensky (McGraw-Hill, 1996); ISBN: 0786304782.

Storyselling for Financial Advisors : How Top Producers Sell, Scott West (Kaplan Business, 1999); ISBN: 0793136644.

Getting Started as a Financial Planner: Revised and Updated Edition, Jeffrey H. Rattiner (Bloomberg Press, 2005); ISBN: 1576601854.

Getting Started in Financial Consulting, Edward Stone (Wiley, 2000); ISBN: 0471348147.

How to Become A Successful Financial Consultant, Jim H. Ainsworth (Wiley, 1997); ISBN: 0471155616.

Software:

Software 4 Advisors

Methuselah Wealth Management Software

We will continually update this home based business resource page when we find new resources that may be of interest.