PPC's Guide To Personal Financial Planning is a comprehensive resource that takes you - or even an inexperienced staff accountant - through the entire PFP engagement from marketing and pre-engagement planning to design, implementation and monitoring.
This Guide empowers you to provide premium-fee planning services to your existing client base and attract new clients who want the peace of mind that comes with a financial plan covering cash flow, insurance, education, retirement, investments and estate planning while mapping out a path to a comfortable and secure retirement.
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$518.00