TY - BOOK AU - Bertot, Cathey H. TI - The New financial planner: a guide to client service SN - 870945874 AV - HG 179.5 .B47 1986 PY - 1986/// CY - Homewood, Illinois PB - Dow Jones-Irwin KW - FINANCE N1 - Includes index; Part One. The Beginning Framework -- Part Two. Quantitative Elements -- Part Three. The Investment Environment -- Part Four. Lifetime Planning N2 - Financial planning is rapidly expanding and increasing in com-plexity. The key to understanding the profession is to recognize that it encompasses a number of disciplines: accounting, finance, economics, taxation, investments, risk management, and law. This book addresses these subjects, which are the basis for a systematic approach. It is designed both for those individuals entering the field and for current practitioners wishing to upgrade their skills ER -