
Financial Planning
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Financial Planning: Links & Resources
Career Information, Company Profiles and Contacts
- How to Become a Successful Financial Consultant: How to Make a Living Investing Other People's Money
- By Jim Ainsworth, John Wiley and Sons. In this extremely accessible book you will find everything you need
to actively market yourself as a financial planner or consultant. With more than 30 years experience in the
field, and the author of several books on the topic, Ainsworth succinctly discusses what education, certification,
licenses and experience is required; what financial consultants do; how they get paid; how they can market
and sell their services to find new clients; how to network; and the 10 top mistakes beginners make.
Descriptions of the types of planning that most consultants deal with and various investment vehicles are
interspersed throughout the text.
- "Comprehensive Personal Financial Planning: A Career Opportunity Worth Considering"
- By Lawrence J. Gitman and
Peter W. Bacon in Careers in Finance, Financial Management Association International / Jack Rader, 1990, University of
South Florida, College of Business Administration, Tampa, FL 33620, (813) 974-2084.
- "Becoming a Financial Planner"
- By Mary Kusske CFP, in the
Business and Finance Career Directory
from Gale Research.
- Bloomberg
- A financial information station that is increasingly appearing in good business schools.
Check out the jobs section to obtain listings of hundreds of current jobs in finance (mostly
investment banking). A great and current resource.
- Careers for
Financial Mavens & Other Money Movers
- By Marjorie Eberts and Margaret Gisler, NTC
Publishing Group, October 1998.
- A good overview of career possibilities for those with an
interest in investing and Wall Street.
Organizations
- Certified Financial Planners Board
- 1660 Lincoln, Suite 3050, Denver, CO 80264.
The board offers a free brochure on starting a career as a financial planner.
A general information booklet on obtai
Ideas and Know-How
- Beating the Street
- By Peter Lynch, Simon and Schuster.
- This book by one of the leading investors of our time gives a good overview of what investing is all about and
approaches that individuals can take. A good, educational read.
-
Best Practices for Financial Advisors (Bloomberg Professional Library)
- By Mary Rowland and Michael R. Bloomberg.
Mary Rowland has distilled the experience of an elite group of 55 financial advisors into a compact
handbook on excellence for planners of all kinds. Anyone managing money-fee-based planners, brokers, trust
officers, attorneys, accountants-will reap scores of valuable tips and recommendations from 55 professionals
considered by their peers to be among the best in the business. Based on hundreds of hours of group discussions
among these top performers, Best Practices For Financial Advisors lays out practical steps for improving business
quality, efficiency, and volume.
- Capital Ideas
- By Peter Bernstein. Vaishno Rajesh, MBA at the University of Michigan Business School
writes: "I found this book extremely rich in providing background in all the modern
financial theory in a lucid fashion. I think anyone who wants to consider a career in
finance will find it useful."
-
Essentials of Investments
- By Zvi Bodie, Alex Kane and Alan Marcus, Published by Richard D. Irwin.
- This popular textbook explains investments, money management and performance evaluation.
If you haven't read a book like this yet and the interview is approaching, now is a great time to start.
- The Experts Guide to
Managing and Marketing a Successful Financial Planning Practice
- By Andrew Rich, Prentice Hall, Upper Saddle River, NJ. If you want to strike out on your own as a financial planner,
read this book.
- The Financial Planner's Desk Reference: A Glossary of Terms
- National Endowment for Financial Education, Denver, CO, 1994.
- The Intelligent Investor
- By Benjamin Graham, 1949, Harper & Row. An investing classic by one of the greats describes a value investment approach which inspired Warren Buffett.
Pick stocks with low price-earnings ratios and solid business prospects and you've got a winner is the message.
- Mutual Fund Fact Book.
- Produced by the Investment Company Institute.
Describes important trends in the mutual fund industry.
Good background reading if you are preparing for a job interview with a mutual fund.
- Wall Street Journal
Guide to Understanding Money and Investing.
- This handy
fact-filled book initiates you into the mysteries of the financial pages -- buying stocks,
bonds, mutual funds, futures and options, spotting trends and evaluating companies. An
excellent, well-illustrated overview of the markets. Good prep for an interview if you
haven't had a bunch of finance courses yet.
- Wealth Management:
The Financial Advisor's Guide to Investing and Managing Your Client Assets
- By Harold Evensky, Irwin Professional Publishing. "Harold's diligent and scholarly approach to investing theory makes
Wealth Management a thoughtful book that should be on every advisor's reading list."-Charles R. Schwab, Chairman & CEO,
The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning,
and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset
allocation policy that is designed to account for each client's unique goals and constraints. It provides you
with concise yet thorough information on current investment theories, along with an overview of running a business.
- Finance Site List
- An online compendium of web sites of interest to students
and those who follow finance. Courtesy of the Journal of Finance.
Magazines and Newspapers (Online and Off)
- Financial Counseling and Planning
- A journal aimed at financial planners. Published at Ohio State University.
- Financial Planning Magazine
- International Association of Financial Planning,
Atlanta, GA. (404) 395-1605. This monthly magazine describes the business and practice of financial planning.
- Financial Planning
- Research Institute of America, 800-431-9025. Describes the field and business of financial planning.
- Wall Street Journal.
- The most widely read
business periodical in the world. And it's on the net! You must register for the net
version. Great way to keep up with what's going on in the markets and the world. Following
tombstones and ads is also a good way to see which banks are involved in what types of
activity this year. You may also be interested in Careers.wsj.com.
- Bill Sharpe's Home Page
- Professor of Finance at Stanford Graduate School of Business. Has a textbook in
development on Macro-Investment Analysis which would be good reading for anyone interested in money management.
- Web Finance
- This magazine covers many recent trends on Wall Street
and lists recent security issues. Good way to follow the industry. From
Investment Dealer's Digest.
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