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Online Results (104)
1.
I am the vision
Author
Dagada, Mpho, 1994-
Published
Johannesburg : Staging Post, [2024]
©2024
Location
SML, Stacks, LC Classification >> DT2148 .D34 2024 (LC)
Format
Books
2.
The spectacle of expertise : why financial analysts perform in the media
Author
Preda, Alex, 1960-
Published
New York : Columbia University Press, 2023.
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
3.
Considering a financial caregiver? : know your options
Published
Washington, DC : Consumer Financial Protection Bureau, 2021.
Online
https://purl.fdlp.gov/GPO/gpo172315
Location
Yale Internet Resource >> None
Format
Books / Online
4.
The Family Office : A Comprehensive Guide for Advisers, Practitioners, and Students
Author
Woodson, William I.
Published
New York, NY : Columbia University Press, [2021]
©2021
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
5.
Rattiner's secrets of financial planning : from running your practice to optimizing your client's experience
Author
Rattiner, Jeffrey H., 1960-
Published
Hoboken, New Jersey : John Wiley & Sons, Inc., [2021]
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
6.
Starting your own practice : the independence guide for investment advisors, attorneys, CPAs and other professional service providers
Author
Fragasso, Robert, 1945-
Published
Hoboken, New Jersey : Wiley, [2021]
2021
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
7.
The Value Investors : lessons from the world's top fund managers
Author
Chan, Ronald W.
Published
Ascent Audio, 2021.
Online
Streaming audio
Location
Yale Internet Resource >> None
Format
Audio / Online
8.
The regulation of financial planning in Australia : current practice, issues and empirical analysis
Author
McInnes, Angelique Nadia Sweetman, 1967-
Published
Abingdon, Oxon ; New York : Routledge, 2020.
Location
Law Library >> KU885 .M375X 2020
Format
Books
9.
Seikatsu konkyū to kin'yū haijo : seikatsu sōdan, kashitsuke jigyō to kakei kaizen no kanōsei
Title
生活困窮と金融排除
Author
Koseki, Takashi
小関隆志
Published
Tōkyō : Akashi Shoten, 2020.
Location
SML, Stacks, LC Classification >> HG179 .K674 2020 (LC)
Format
Books
10.
Success as a financial advisor for dummies
Author
Illán, Ivan M.
Published
Hoboken, New Jersey : John Wiley & Sons Inc., [2019]
©2019
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
11.
The financial advisor's success manual : how to structure and grow your financial services practice
Author
Leo, David I.
Published
New York : American Management Association, [2018]
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
12.
The growth mindset : leadership makes a difference in wealth management
Author
Capozzi, Rick, 1960-
Published
Hoboken, New Jersey : John Wiley & Sons, Incorporated, [2018]
©2018
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
13.
Financial coaching: advancing the field to better serve consumers : a report on the CFPB's 2017 Financial Coaching Symposium
Published
[Washington, D.C.] : Consumer Financial Protection Bureau, August 2017.
Online
https://purl.fdlp.gov/GPO/gpo153132
Location
Yale Internet Resource >> None
Format
Books / Online
14.
G2 : building the next generation
Author
Palaveev, Philip
Published
Hoboken, New Jersey : Wiley, 2017.
©2017
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
15.
The growth mindset : leadership makes a difference in wealth management
Author
Capozzi, Rick, 1960-
Published
[Place of publication not identified] : Wiley, [2017]
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
16.
Wealth management unwrapped, revised and expanded : unwrap what you need to know and enjoy the present
Author
Beyer, Charlotte B.
Published
Hoboken, New Jersey : Wiley, 2017.
©2017
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
17.
Capital without borders : wealth managers and the one percent
Author
Harrington, Brooke, 1968-
Published
Cambridge, Massachusetts : Harvard University Press, 2016.
Location
Law Library >> HG179.5 .H576 2016
Format
Books
18.
Capital without borders : wealth managers and the one percent
Author
Harrington, Brooke, 1968-
Published
Cambridge, Massachusetts : Harvard University Press, 2016.
Location
MARX Library >> HG179.5 .H576 2016 (LC)
BASS, Lower Level >> HG179.5 .H576X 2016 (LC)
Format
Books
19.
Planning a successful future : managing to be wealthy for individuals and their advisors
Author
Sestina, John E.
Published
Hoboken, New Jersey : Wiley, 2016.
©2016
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
20.
CFP Board financial planning competency handbook
Published
Hoboken, New Jersey : Wiley, 2015.
©2015
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
21.
A manager's guide to financial analysis : powerful tools for analyzing the numbers and making the best decisions for your business
Author
Sherman, Eliot H.
Published
[Place of publication not identified] : AMA, American Management Association, [2015]
©2015
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
22.
A manager's guide to financial analysis : powerful tools for analyzing the numbers and making the best decisions for your business
Author
Sherman, Eliot H.
Published
[Place of publication not identified] : AMA, American Management Association, [2015]
©2015
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
23.
Conceptions of professionalism : meaningful standards in financial planning
Author
Bruce, Ken
Published
Farnham, Surrey, England ; Burlington, Vermont : Gower, 2014.
©2014
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online
24.
Conceptions of professionalism : meaningful standards in financial planning
Author
Bruce, Ken
Published
Farnham, Surrey, UK : Gower, [2014]
Location
MARX Library >> HG179.5 .B77X 2014 (LC)
Format
Books
25.
The efficient practice : transform and optimize your financial advisory practice for greater profits
Author
Lawrence, David L.
Published
Hoboken, New Jersey : John Wiley & Sons, Inc., 2014.
©2014
Online
Online book
Location
Yale Internet Resource >> None
Format
Books / Online