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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.