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Displaying 1-50 of 139 results
Andersen on financial planning : how to increase and preserve your money no matter how much you make / Carl E. Andersen.
- Text
- Homewood, Ill. : Dow Jones-Irwin, c1986.
- 1986
- 1 Item
Item details Format Call Number Item Location Text JLE 88-4 Offsite The financial planner : a new professional--yesterday-today-tomorrow / Loren Dunton.
- Text
- Chicago : Longman Financial Services Pub., c1986.
- 1986
- 1 Item
Item details Format Call Number Item Location Text JLE 86-4019 Offsite Person to person : helping customers make financial decisions.
- Text
- Chicago, Ill. : Institute of Financial Education, c1986.
- 1986
- 1 Item
Item details Format Call Number Item Location Text JLE 86-3903|m(SASB) Offsite Financial planner's guide to publicity and promotion : techniques you can use to market your financial planning practice / Lindsay K. Wyatt.
- Text
- Chicago : Longman Financial Services Pub. Co., c1986.
- 1986
- 1 Item
Item details Format Call Number Item Location Text JLF 87-612 Offsite A consumer's guide to financial planning : how to get the best plan for your money / Merle E. Dowd.
- Text
- New York : F. Watts, 1987.
- 1987
- 1 Item
Item details Format Call Number Item Location Text JLE 87-2530|m(SASB) Offsite Time and money : using time value analysis in financial planning / Robert M. Crowe.
- Text
- Homewood, Ill. : Dow Jones-Irwin, c1987.
- 1987
- 1 Item
Item details Format Call Number Item Location Text JLF 87-1439 Offsite Financial planners and planning organizations directory : a reference guide to concerns and individuals engaged in advising and counseling on financial affairs / Steven Wasserman, Jacqueline Wasserman O'Brien, and Judy Popp, editors.
- Text
- Detroit, Mich. : Gale Research Co., c1987.
- 1987
- 1 Item
Item details Format Call Number Item Location Text JBF 92-500 Offsite Marketing your financial planning services : a guide for professionals / H. Stanley Jones.
- Text
- New York : Wiley, c1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLE 88-3353 Offsite Planning your financial future / H. Stanley Jones.
- Text
- New York : Wiley, 1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLE 88-3555 Offsite Professional liability pitfalls for financial planners / Cheryl Toman-Cubbage.
- Text
- Englewood Cliffs, N.J. : Prentice Hall, c1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLE 88-3891 Offsite Money advice services / Teresa Hinton and Richard Berthoud.
- Text
- London : Policy Studies Institute, 1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLD 90-437 Offsite The Experts' guide to managing and marketing a successful financial planning practice / [edited by] Andrew M. Rich with Jill Arowesty.
- Text
- Englewood Cliffs, N.J. : Prentice-Hall, c1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLF 88-2037 Offsite Investment & tax shelter blue book.
- Text
- Woodstock, N.Y. : Securities Investigations, [1988?]-
- 1988-present
- 1 Item
Item details Format Call Number Item Location Text JLM 88-1731 1988 Offsite Marketing money : excelling in today's financial services / Carla Furlong.
- Text
- Chicago, Ill. : Probus, c1989.
- 1989
- 1 Item
Item details Format Call Number Item Location Text JLE 90-732|m(SASB) Offsite Marketing financial advisory services : a hands-on guide / Jeffrey L. Seglin.
- Text
- Englewood Cliffs, N.J. : Prentice Hall, c1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JLE 88-5164 Offsite Financial planning : practice and procedure / by Dale S. Johnson & Jai P. Sawhney.
- Text
- Paramus, N.J. : Prentice Hall Information Services, c1988.
- 1988
- 1 Item
Item details Format Call Number Item Location Text JBF 90-411 Offsite Investor relations : the professional's guide to financial marketing and communications / William F. Mahoney.
- Text
- New York : New York Institute of Finance, c1991.
- 1991
- 1 Item
Item details Format Call Number Item Location Text JBE 91-520 Offsite Financial planners and planning organizations directory : a reference guide to concerns and individuals engaged in advising and counseling on financial affairs / Steven Wasserman, Jacqueline Wasserman O'Brien, Judy Popp, editors.
- Text
- Detroit, Mich. : Omnigraphics, c1990.
- 1990
- 1 Item
Item details Format Call Number Item Location Text JBF 95-390 Offsite Financial services direct marketing : tactics, techniques and strategies / James R. Rosenfield.
- Text
- Naperville, IL : Financial Sourcebooks, c1991.
- 1991
- 1 Item
Item details Format Call Number Item Location Text JBE 91-1916 Offsite Fifth national development plan, 1986-1990 : training programme for local government planners : May 8 - 10, 1985 / organized jointly by the Nigerian Institute of Social and Economic Research (NISER), Ibadan, the Federal Ministry of National Planning, Lagos, and the Bauchi State Economic Planning Department.
- Text
- [Bauchi? : s.n., 1985?]
- 1985
- 1 Item
Item details Format Call Number Item Location Text Sc D 92-261 Schomburg Center - Research & Reference Available - Can be used on site. Please visit New York Public Library - Schomburg Center to submit a request in person.
Directory of registry financial planners.
- Text
- Atlanta, Ga. : Registry of Financial Planning Practitioners
- unknown-present
- 1 Item
Item details Format Call Number Item Location Text JBK 92-54 1988 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Networking with the affluent and their advisors / Thomas J. Stanley.
- Text
- Homewood, Ill. : Business One Irwin, c1993.
- 1993
- 1 Item
Item details Format Call Number Item Location Text JBE 93-2098 Offsite Membership directory - The Financial Analysts Federation.
- Text
- New York, Financial Analysts Federation [etc.]
- 198-1986
- 17 Items
Item details Format Call Number Item Location Text TGA (Financial Analysts Federation. Membership directory) Library has: 17th-28th, 32nd-38th ed.; 1965-1976, 1980-1986. no. 38 1986 Offsite Item details Format Call Number Item Location Text TGA (Financial Analysts Federation. Membership directory) Library has: 17th-28th, 32nd-38th ed.; 1965-1976, 1980-1986. no. 33-34 1981-32 Offsite Item details Format Call Number Item Location Text TGA (Financial Analysts Federation. Membership directory) Library has: 17th-28th, 32nd-38th ed.; 1965-1976, 1980-1986. no. 32 1980 Offsite Directory.
- Text
- [Auburndale, Mass.]
- 196-196
- 9 Items
Item details Format Call Number Item Location Text TGA (National Federation of Financial Analysts Societies. Directory) Library has: 1949, 1952, 1954-1960. 1960 Offsite Item details Format Call Number Item Location Text TGA (National Federation of Financial Analysts Societies. Directory) Library has: 1949, 1952, 1954-1960. 1959 Offsite Item details Format Call Number Item Location Text TGA (National Federation of Financial Analysts Societies. Directory) Library has: 1949, 1952, 1954-1960. 1958 Offsite The National directory of corporate distress specialists.
- Text
- Lawrence, NY : Lustig Data Research, Inc., 1992.
- 1993-1993
- 1 Item
Item details Format Call Number Item Location Text JBM 93-677 1992/1993 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
The Institute of Chartered Financial Analysts : a twenty-five year history / Nancy Regan.
- Text
- [S.l.] : Institute of Chartered Financial Analysts, c1987.
- 1987
- 1 Item
Item details Format Call Number Item Location Text JBE 94-745 Offsite Membership directory / Association for Investment Management and Research.
- Text
- Charlottesville, VA : AIMR,, 1990-
- 1990-present
- 8 Items
Item details Format Call Number Item Location Text JBM 91-292 2003 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Item details Format Call Number Item Location Text JBM 91-292 2002 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Item details Format Call Number Item Location Text JBM 91-292 2001 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
The Financial planner's desk reference : a glossary of terms.
- Text
- Denver, Colo. : National Endowment for Financial Education, c C1994.
- 1994
- 1 Item
Item details Format Call Number Item Location Text JBD 00-915 Offsite The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services / Jim H. Ainsworth.
- Text
- New York : Wiley, c1995.
- 1995
- 1 Item
Item details Format Call Number Item Location Text JBE 10-1880 Schwarzman Building - Main Reading Room 315 Not available - Please for assistance.The money diet : reaping the rewards of financial fitness / Ginger Applegarth.
- Text
- New York, N.Y., U.S.A. : Viking, 1995.
- 1995
- 1 Item
Item details Format Call Number Item Location Text JBE 95-1097 Offsite How to become a successful financial consultant : making a living investing other people's money / Jim H. Ainsworth.
- Text
- New York : Wiley, c1997.
- 1997
- 1 Item
Item details Format Call Number Item Location Text JBE 09-407 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Wealth preservation : how to start and develop an estate planning practice / Doug H. Moy.
- Text
- New York : Wiley, c1998.
- 1998
- 1 Item
Item details Format Call Number Item Location Text JSF 12-187 Offsite Handbook of portfolio management / edited by Frank J. Fabozzi.
- Text
- New Hope, Pa. : Frank J. Fabozzi Associates, c1998.
- 1998
- 1 Item
Item details Format Call Number Item Location Text JBE 17-1060 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Weiss Ratings' guide to brokerage firms.
- Text
- Palm Beach Gardens, FL : Weiss Ratings, 1999-
- 1999-2004
- 11 Items
Item details Format Call Number Item Location Text JBM 00-730 fall 2003 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Item details Format Call Number Item Location Text JBM 00-730 winter 2003-2004 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Item details Format Call Number Item Location Text JBM 00-730 fall 2002 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Deena Katz on practice management for financial advisers, planners, and wealth managers / Deena B. Katz ; with a foreword by Ross Levin.
- Text
- Princeton, NJ : Bloomberg Press, 1999.
- 1999
- 1 Item
Item details Format Call Number Item Location Text JBE 99-1994 Offsite The right way to hire financial help : a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents / Charles A. Jaffe.
- Text
- Cambridge, Mass. : MIT Press, c1998.
- 1998
- 1 Item
Item details Format Call Number Item Location Text JBF 02-757 Offsite What you should know about financial planners.
- Text
- [New York, N.Y.] : New York State Dept. of Law, [1994?]
- 1994
- 1 Item
Item details Format Call Number Item Location Text JBF 10-145 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Financial planning for CPAs / Phyllis Bernstein, Linda Lach, Jim H. Ainsworth.
- Text
- New York : Wiley, c2000.
- 2000
- 2 Items
Item details Format Call Number Item Location Text *WSC-1326 Offsite Item details Format Call Number Item Location Text JBF 00-936 [Text] Offsite Values-based estate planning : a step-by-step approach to wealth transfers for prfessional aadvisors / Scott C. Fithian ; contributing editor JoAnne Vose.
- Text
- New York : John Wiley, c2000.
- 2000
- 1 Item
Item details Format Call Number Item Location Text JBE 09-678 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Getting started in financial consulting / Edward J. Stone.
- Text
- New York : John Wiley & Sons, c2000.
- 2000
- 1 Item
Item details Format Call Number Item Location Text JBE 14-91 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Getting started as a financial planner / Jeffrey H. Rattiner.
- Text
- Princeton : Bloomberg Press, 2000.
- 2000
- 1 Item
Item details Format Call Number Item Location Text JBE 06-103 Offsite Best practices for financial advisors / Mary Rowland ; foreword by Michael R. Bloomberg.
- Text
- Princeton, N.J. : Bloomberg Press, 1997.
- 1997
- 1 Item
Item details Format Call Number Item Location Text JBD 14-11 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Protecting your practice / Katherine Vessenes.
- Text
- Princeton : Bloomberg Press, 1997.
- 1997
- 1 Item
Item details Format Call Number Item Location Text JBD 01-1031 Offsite The right way to hire financial help : a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents / Charles A. Jaffe.
- Text
- Cambridge, Mass. : MIT Press, c2001.
- 2001
- 1 Item
Item details Format Call Number Item Location Text JBD 13-603 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
The financial planner's guide to moving your practice online : creating your Internet presence and growing your business / Douglas H. Durrie.
- Text
- Princeton, NJ : Bloomberg Press, 2001.
- 2001
- 1 Item
Item details Format Call Number Item Location Text JBE 14-101 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Preparing for the retirement boom / Thomas Grady.
- Text
- New York : John Wiley, c2000.
- 2000
- 1 Item
Item details Format Call Number Item Location Text JBE 13-1710 Schwarzman Building M2 - General Research Room 315 Available - Can be used on site. Please visit New York Public Library - Schwarzman Building M2 to submit a request in person.
Investment adviser industry reform : hearings before the Subcommittee on Telecommunications and Finance of the Committee on Energy and Commerce, House of Representatives, One Hundred Second Congress, second session, June 4 and 10, 1992.
- Text
- Washington : U.S. G.P.O. : For sale by the U.S. G.P.O., Supt. of Docs., Congressional Sales Office, 1992.
- 1992
SEC oversight of investment advisers : hearing before the Subcommittee on Securities of the Committee on Banking, Housing, and Urban Affairs, United States Senate, One Hundred Second Congress, second session, on the unfair practice that exists with some financial planners and the need for Congress to support the SEC through additional funding and staffing for the regulation of the financial planning industry, February 20, 1992.
- Text
- Washington : U.S. G.P.O. : For sale by the U.S. G.P.O., Supt. of Docs., Congressional Sales Office, 1992.
- 1992
Investment adviser industry reform : hearing before the Subcommittee on Telecommunications and Finance of the Committee on Energy and Commerce, House of Representatives, One Hundred Third Congress, first session, on H.R. 578 ... March 4, 1993.
- Text
- Washington : U.S. G.P.O. : For sale by the U.S. G.P.O., Supt. of Docs., Congressional Sales Office, 1993.
- 1993
Investing for middle America : John Elliott Tappan and the origins of American Express Financial Advisors / Kenneth Lipartito and Carol Heher Peters.
- Text
- New York : Palgrave, 2001.
- 2001
- 1 Item
Item details Format Call Number Item Location Text JBE 02-234 Offsite
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