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Success as a Financial Advisor for Dummies, Dummies Press, Illan Ivan


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Цена: 3483.00р.
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Автор: Dummies Press, Illan Ivan
Название:  Success as a Financial Advisor for Dummies
ISBN: 9781119504108
Издательство: Wiley
Классификация:
ISBN-10: 1119504104
Обложка/Формат: Paperback
Страницы: 384
Вес: 0.50 кг.
Дата издания: 01.01.2019
Серия: Economics/Business/Finance
Язык: English
Размер: 206 x 253 x 19
Читательская аудитория: Professional & vocational
Ключевые слова: Finance & accounting
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание:

A must-have reference for financial advisors

In step-by-step detail, Success as a Financial Advisor For Dummies covers how a current or would-be financial advisor can maximize their professional success through a series of behaviors, activities, and specific client-centric value propositions. In a time when federal regulators are changing the landscape on the standard of care that financial services clients should expect from their advisors, this book affords professionals insight on how they can be evolving their practices to align with the regulatory and technological trends currently underway.

Inside, youll find out how a financial advisor can be a true fiduciary, how to compete against the growing field of robo-advisors, and how the passive investing trend is actually all about being an active investor. Additionally, youll discover time-tested advice on building and focusing on client relationships, having a top advisor mindset, and much more.

  • Master the seven core competencies
  • Attract and win new business
  • Pick the right clients
  • Benchmark your performance
  • Start your own firm

Brimming with practical expert advice, Success as a Financial Advisor For Dummies is a priceless success tool for any wannabe or experienced financial advisor.




The Profit Advisor: The new role of accountants and bookkeepers

Автор: Hogema Femke
Название: The Profit Advisor: The new role of accountants and bookkeepers
ISBN: 9493056392 ISBN-13(EAN): 9789493056398
Издательство: Неизвестно
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Цена: 5885.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание:

The accounting industry is changing rapidly. Cloud software, Robotic accounting, Artificial Intelligence and other developments are increasingly doing the work accountants and bookkeepers have been doing. If you, as a financial professional, want to stay relevant, you need to deliver value that goes beyond compliancy work. You need to become a profit advisor.

In The Profit Advisor bestselling author, entrepreneur and keynote speaker Femke Hogema, gives you concrete and practical methods and skills to become a profit advisor. She shows you how you can help your clients build a financially healthy and profitable company. She also learns you how you can transition from hourly billing to a pricing system where your clients pay you for the value you offer.

  • A wake-up call for financial professionals
  • A very practical and accessible book for bookkeepers, accountants, CPA's and other financial experts who know they need to change and want to know how
  • Written by the author of three bestselling books

Dig deep into this book. It will be time well spent. This book contains the most important information you can have. It is not stuck in theory and noble ideas... instead it walks you through the exact steps you need to be successful. When you are finished reading the book, I think you will be as grateful to know Femke as I am. She is that good. This book is that good. Enjoy. - Mike Michalowicz, author of Profit First.

Financial Accounting for Dummies

Автор: Loughran Maire
Название: Financial Accounting for Dummies
ISBN: 0470930659 ISBN-13(EAN): 9780470930656
Издательство: Wiley
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Цена: 2691.00 р.
Наличие на складе: Поставка под заказ.

Описание: Financial Accounting For Dummies provides students who are studying business, finance and accounting with the basic concepts, terminology, and methods to interpret, analyze, and evaluate actual corporate financial statements. It covers traditional introductory financial accounting course material, as well as: Concepts accountants and other business professional use to prepare reports Mergers and acquisitions, purchase and pooling, free cash flow, and financial statement analysis Whether a student is on their way to earning a bachelors degree, MBA, or MAcc, Financial Accounting For Dummies will serve as a wealth of information to grasp the subject and ace the course.

Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud

Автор: Amy Vetter
Название: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud
ISBN: 1119415977 ISBN-13(EAN): 9781119415978
Издательство: Wiley
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Цена: 5069.00 р.
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Описание: Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper`s guide to the future.

Economic Report of the President, Transmitted to the Congress March 2013 Together with the Annual Report of the Council of Economic Advisors

Автор: Council of Economic Advisers (U S )
Название: Economic Report of the President, Transmitted to the Congress March 2013 Together with the Annual Report of the Council of Economic Advisors
ISBN: 0160917379 ISBN-13(EAN): 9780160917370
Издательство: Неизвестно
Цена: 8828.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: The ArchiMate(R) Specification, an Open Group Standard, defines an open and independent modeling language for Enterprise Architecture that is supported by different tool vendors and consulting firms. The ArchiMate language enables Enterprise Architects to describe, analyze, and visualize the relationships among business domains in an unambiguous way. This book is the official specification of the ArchiMate 3.0.1 modeling language from The Open Group. ArchiMate 3.0.1 is a minor update to ArchiMate 3.0, containing the set of corrections from ArchiMate 3.0 Technical Corrigendum No. 1 (U172). This addresses inconsistencies and errors identified since the publication of Version 3.0 in June 2016.The ArchiMate Specification supports modeling throughout the TOGAF(R) Architecture Development Method (ADM). New features in Version 3 include elements for modeling the enterprise at a strategic level, such as capability, resource, and outcome. It also includes support to model the physical world of materials and equipment. Furthermore, the consistency and structure of the language have been improved, definitions have been aligned with other standards, and its usability has been enhanced in various other ways.The intended audience is threefold: ¢ Enterprise Architecture practitioners, such as architects (e.g., business, application, information, process, infrastructure, and, obviously, enterprise architects), senior and operational management, project leaders, and anyone committed to work within the reference framework defined by the Enterprise Architecture. ¢ Those who intend to implement the ArchiMate language in a software tool; they will find a complete and detailed description of the language in this book. ¢ The academic community, on which we rely for amending and improving the language, based on state-of-the-art research results in the Enterprise Architecture field.

Cybersecurity Advisory Services Certificate

Автор: AICPA
Название: Cybersecurity Advisory Services Certificate
ISBN: 1119696348 ISBN-13(EAN): 9781119696346
Издательство: Wiley
Рейтинг:
Цена: 119880.00 р.
Наличие на складе: Поставка под заказ.

Описание:

The Cybersecurity Advisory Services Certificate (15.5 CPE Credits) will teach you how to help your clients navigate threats by becoming a trusted business advisor for their organization's cybersecurity risk management programs.

Cybersecurity threats are escalating, unnerving the boards of directors, managers, investors and other stakeholders of organizations of all sizes--whether public or private. Organizations are under increasing pressure to demonstrate that they are managing threats, and that they have effective processes and controls in place to detect, respond to, mitigate and recover from cybersecurity events.

Cybersecurity yields potential business opportunities for a firm to better serve its clients. As a trusted business advisor, firm practitioners can provide advisory services that help companies spot cybersecurity weaknesses, identify potential risks and offer advice on how to safeguard information and systems. Learn how you can help your clients navigate threats by becoming a trusted business advisor for their organization's cybersecurity risk management programs.

Upon completing the learning, you will be awarded with a certificate in the form of a digital badge to be proudly displayed anywhere on the internet--a personal blog, a social network like LinkedIn, Facebook, Twitter, Mozilla Open Badges, a biographical page on a company website, or an online resume.

WHO WILL BENEFIT?

  • Practitioners who are interested in providing cybersecurity advisory services and want to build their competencies in and understanding of these types of services. Likely participants may already have SOC for service organizations practices and are looking to expand into cybersecurity. Participants must have either IT expertise or access to IT professionals who possess the skills to perform this work.
  • CPAs in public accounting firms who are providing non-consulting and advisory services for clients of the firms (e.g. tax or A&A services) and need to be able to intelligently convey the value of a cybersecurity risk management program to their clients (to then hand off to the cybersecurity specialist within the firm).
  • Management accountants and internal auditors who want to understand the types of services available to their organizations related to the management of cybersecurity risks

KEY TOPICS

  • Cybersecurity risk management program overview
  • Cybersecurity advisory service opportunities
  • Cybersecurity examination services versus advisory services
  • Cybersecurity frameworks, including the AICPA cybersecurity risk management program reporting framework
  • Drivers for cybersecurity advisory needs
  • Gap analysis and risk assessment
  • Common cybersecurity advisory services, such as SOC for Cybersecurity readiness assessments and penetration testing
  • Tools to effectively perform advisory services including qualifications and certifications, backgrounds and expertise, and other resources you would need to market and deliver in a quality manner

LEARNING OBJECTIVES

  • Articulate the nature and types of cybersecurity advisory services that can be performed.
  • Identify key considerations of each of those advisory services.
  • Recognize what one would need to effectively perform advisory services.
  • Want to learn more about all of the cybersecurity certificates? Learn More

Digital Badge: Your Professional Distinction

Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibil

Reading Financial Reports for Dummies

Автор: Epstein Lita
Название: Reading Financial Reports for Dummies
ISBN: 1118761936 ISBN-13(EAN): 9781118761939
Издательство: Wiley
Рейтинг:
Цена: 2691.00 р.
Наличие на складе: Поставка под заказ.

Описание: Discover how to decipher financial reports Especially relevant in today`s world of corporate scandals and new accounting laws, the numbers in a financial report contain vitally important information about where a company has been and where it is going.

Navigating your way to start-up success

Автор: Beverly, Harlan
Название: Navigating your way to start-up success
ISBN: 1501515667 ISBN-13(EAN): 9781501515668
Издательство: Walter de Gruyter
Рейтинг:
Цена: 4835.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Start-ups, like sailing vessels, do not travel in straight lines. The wind and the waves of the real world move the ship, and your start-up, in unpredictable ways. This book is designed to give you an analytical set of tools to help you navigate your start-up or corporate innovation through the murky waters of real life. Every business has failures. No business succeeds without some change of plan. Navigating Your Way to Start-up Success will show you how to create a start-up designed to test its assumptions so those that are not worthy fail-often and fast. This book builds on modern start-up management techniques like Agile and Lean to bring an analytical and quantitative framework to the most common start-up failures. Navigating through those failures means finding your way to start-up success. Harlan T Beverly, PhD holds a BS in Electrical and Computer Engineering, an MBA from UT Austin, and a PhD in Business from Oklahoma State University. Harlan teaches entrepreneurship at the University of Texas at Austin. He is also Assistant Director of the Jon Brumley Texas Venture Labs at UT Austin, the world's first university business accelerator. Harlan has successfully launched five hardware and 15 software products including the Killer NIC, 2007 Network Product of the Year (CPU Magazine). He has raised over $30 million in venture financing in the challenging intersection of entertainment and technology.

Reading Financial Reports For Dummies

Автор: Lita Epstein MBA
Название: Reading Financial Reports For Dummies
ISBN: 0764577336 ISBN-13(EAN): 9780764577338
Издательство: Wiley
Цена: 2216.00 р.
Наличие на складе: Поставка под заказ.

Описание: The U.S. government began standardizing and regulating financial reporting in 1929 when the stock market crash made it painfully clear that businesses often made absurd claims and that investors were either gullible, unable to verify information, or both. Now, financial reports are used by a company's management to measure profitability (or lack of it), optimize operations and guide the company, by banks and other lenders to gauge the company's financial health, and by institutional or individual investors interested in purchasing stock. Unless you're financially savvy, annual reports with all those figures, frustrating footnotes, and fine print are boring and intimidating. However, once you have a fundamental knowledge of finance and its basic terminology, you can find the juicy parts. Reading Financial Reports For Dummies by Lita Epstein, a teacher of online financial courses and author of Trading for Dummies, gets you up to speed so you can: Go past the prose that can maximize the positive and minimize the negative and get information in dollars and cents Get an overview from the big three the balance sheet, income statement, and statement of cash flows Understand the lingo and read between the lines Calculate basics like PE, Dividend Payout Ratio, ROS, ROA, ROE, Operating Margin, and Net Margin It pays for investors to be somewhat skeptical instead of gullible. Pressured to please Wall Street, companies are sometimes tempted to use "creative" accounting. You'll discover how to: Detect red flags (that, unfortunately, aren't emphasized in red) such as lawsuits, changes in accounting methods, and obligations to retirees and future retirees Understand the different reporting requirements for public companies and private companies with various types of business structures Analyze a company's cash flow, a prime indicator of its financial health Scrutinize deals such as mergers, acquisitions, liquidations and other major changes in key assets Organized so you can start where you're comfortable and proceed at your own pace, Reading Financial Reports for Dummies helps managers prepare annual reports and use financial reporting to budget more efficiently and helps investors base their decisions on knowledge instead of hype. Whether you're in business or in the stock market, knowledge is always an asset.

Managerial Accounting for Small, Privately Owned Businesses: A Guide to Business and Personal Financial Success

Автор: David E. Tooch
Название: Managerial Accounting for Small, Privately Owned Businesses: A Guide to Business and Personal Financial Success
ISBN: 1631895648 ISBN-13(EAN): 9781631895647
Издательство: Mare Nostrum (Eurospan)
Рейтинг:
Цена: 9841.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: With its shared focus on the management of small businesses and the financial well-being of individuals, this book covers everything needed to successfully run a business or increase personal wealth. All material is rooted in real-world business practices and presented in a clear, concise, and accessible way.


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