Boletín de Recomendaciones Bibliográficas especial EFP

BOLETÍN DE RECOMENDACIONES BIBLIOGRÁFICAS

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especial FINANCIAL PLANNING 30 lies about money Liberating your life, liberating your money --------------------------------------------------------------------------------------------------------------------Peter Koenig Much has been written about money-how to invest, save, become a millionaire, get out of debt, find financial freedom, change the monetary system, manage a business, hedge or save taxes. So what makes this book stand out from those already in the bookshops?

Written for lay reader and expert alike, 30 Lies is a response to a newly emerging trend, where peoples' interest in money is not just to try and make more of it. But to understand better the causes of the increasingly contradictory money world they find themselves in. Some of the issues: income inequity, increasing stress in making ends meet, decay of social systems, evaporation of pensions, polarisation of wealth, third-world indebtedness, Enrons and more. This book promises a simple understanding of these issues. iUniverse, 2003 0-595-29236-4 Advisor for life Become the indispensable financial advisor to affluent families --------------------------------------------------------------------------------------------------------------------Stephen D. Greesham Industry visionary Steve Gresham has extensive experience in the world of wealth management, and with Advisor for Life, he wants to share those experiences with you. Within these pages, Gresham not only shows you what it takes to run a financial advisory practice geared towards affluent families, but he also reveals how an "advisor for life" should properly protect, motivate, and educate clients over the course of the relationship.

Divided into four comprehensive sections, Advisor for Life opens with a detailed discussion of the opportunities available within the industry, and then moves on to outline the essential elements of wealth management.

Topics covered include: ·Developing a compelling investment philosophy and establishing an effective process that will guide the investment decisions you make for your clients ·Managing a client's fears and dreams when dealing with new wealth, retirement expectations, and the impact of taxation ·Helping affluent families pass wealth on to their heirs by sorting through the emotions that often entangle spouses, adult children, and aging parents ·Conveying your expertise, experience, and value proposition to existing clients, affluent prospects, and critical referral sources ·Creating a framework to optimize the value of a financial advisory practice Delivering a consistently superior level of service to an affluent client base is the only way to survive and thrive in today's competitive financial advisory business. Filled with in-depth insights, informative examples, and engaging case studies, Advisor for Life will show you the best ways to successfully serve today's most affluent clients.

John Wiley, 2007 978-0-470-11233-5

boletín de recomendaciones biblográficas especial FINANCIAL PLANNING 2011

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Asesoramiento financiero en la práctica Proceso de planificación financiera y ética del asesoramiento financiero --------------------------------------------------------------------------------------------------------------------Tomás Eguren, Oscar Elvira, Pablo Larraga Asesoramiento financiero en la práctica presenta y analiza el asesoramiento financiero para la gestión de patrimonios y los servicios que ofrece la banca privada. Le ayudará a comprender la importancia de identificar las características y necesidades del cliente y a detectar las variables clave para gestionar un patrimonio. Conocerá, además, qué es el financial planning o asesoramiento financiero con la finalidad de que el lector comprenda su funcionamiento y el por qué de las variaciones del precio de unas divisas respecto de otras.

Profit, 2008 978-84-96998-77-3 Best practices for financial advisors --------------------------------------------------------------------------------------------------------------------Mary Rowland; Foreword by 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. It gives tested solutions for the most challenging problems financial planners face. Whether the concern is staying current, answering legal questions, earning client loyalty, or marketing new services, Best Practices For Financial Advisors has authoritative information on: Getting the best training and education; Legal steps to registering with the SEC and other key certifications; What due diligence means in practice; Avoiding, disclosing, and eliminating conflicts of interest; What to tell clients about fees, procedures, asset classes, and risk; Meeting fiduciary responsibilities-and the business benefits of putting the client first; Strateties that match clients with suitable investments; Ways to market services, retain the best clients, and attract business.

Bloomberg Press, 1997 1-57660-006-8 Financial Planning using Excel Forecasting, planning and budgeting techniques --------------------------------------------------------------------------------------------------------------------Sue Nugus This book covers all aspects of budget preparation, from designing and creating a budgetary control system, consolidating data and working with spreadsheets. Now fully updated to include the latest version of Excel, Excel 2007 and for easy budgeting now with access to an online resource of worked examples and spreadsheet templates. The book shows how things are done in Excel 2003 and Excel 2007 to ease transition from the previous version to the new version. Now in full colour throughout to aid quick uderstanding through numerous colour screen shots. For those who use Excel on a daily basis in budget planning, this book is a must. It contains a wealth of practical examples, tips, new techniques all designed to help quickly exploit and master Excel to its full advantage and therefore use spreadsheets for more effective management accounting in your firm.

Elsevier, 2005 978-0-7506-6355-7

boletín de recomendaciones biblográficas especial FINANCIAL PLANNING 2011

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Getting Started as a Financial Planner --------------------------------------------------------------------------------------------------------------------Jeffrey H. Rattiner Recent years have witnessed the rapid expansion of the personal financial-planning market, with tens of thousands of new planners entering the field. In addition, numerous advisers in the banking, accounting, and insurance fields are beginning to offer planning services.

And according to a report from the U.S. Department of Labor, employment of personal financial advisers is "expected to grow faster than the average for all occupations through the year 2012.... As the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money." Updated throughout to reflect the latest industry trends and regulations, Getting Started as a Financial Planner is a hands-on guide to making the move to becoming a fee-based financial planner. Noted practitioner Jeffrey Rattiner covers everything a beginning financial planner will need to know, from setting up a practice and communicating with clients to managing investments and marketing services. In addition, he has added a new chapter covering the latest planning models.

Bloomberg Press, 2000 1-57660-035-1

Lighting the torch The Kinder Method of Life Planning --------------------------------------------------------------------------------------------------------------------George D. Kinder and Susan E. Galvan Each of us carries within our hearts a "dream of freedom" where lives feel fulfilled and are truly worthwhile. Financial planners offer clients the most comprehensive opportunity to discover and integrate a financial life plan that in fact melds meaning with money. No other professional can help the client unveil his or her most profound dreams and values, and then articulate a financial strategy that empowers successful implementation.

The book empowers planners with the processes for connecting the client's dreams of freedom with the strategies of financial planning. It provides training in the Kinder Method(TM) of life planning and a skill set that can provide a consistent and successful process with clients, leading to that moment called "lighting the torch."

FPA, 2006 978-09753448-5-9 Minding the Markets An Emotional Finance View of Financial Instability --------------------------------------------------------------------------------------------------------------------David Tuckett The 2008 financial crisis showed that human emotion has a critical impact on financial markets. Until now, economic theories have failed to take this into account. At the heart of the worst financial crisis in world history was a failure to organise markets in a way that adequately controls the very human emotion and behaviour which trading unleashes.

The newly established discipline of 'emotional finance', pioneered by David Tuckett, draws on principles of psychoanalysis to enable financial markets to be understood in a completely new way.

By recognising the crucial role played by unconscious needs and fears, the influence of groups and the nature of uncertainty in all investment activity, Minding The Markets provides a deeper understanding of the markets and timely ideas about how to incorporate that understanding into policies to make markets safer.

Based on candid and in-depth interviews with over 50 fund managers internationally, this groundbreaking book not only presents a fresh academic theory, but also reveals the truth about what happens in the emotionally-charged real world of financial trading.

Palgrave Macmillan, 2011 9780230299856 boletĂ­n de recomendaciones biblogrĂĄficas especial FINANCIAL PLANNING 2011

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Ratiner's financial planner's bible The advisor's advisor --------------------------------------------------------------------------------------------------------------------Jeffrey H. Rattiner Rattiner’s Financial Planner’s Bible: The Advisor’s Advisor draws upon Jeffrey Rattiner’s own considerable, celebrated experience in the industry and the hundreds of interviews with the nation’s top planners from the CFP, CPA, brokerage, banking, insurance, and legal communities resulting from his extensive travels and nationwide training programs. In this allencompassing self-contained stand-alone resource and deskbook, Rattiner presents a superior blueprint for planning success by telling it the way it really is and what you can do to make it work to your advantage.

Rattiner’s Financial Planner’s Bible shows advisors the pitfalls to avoid, the issues to contemplate, the steps to consider, and the hard decisions to make while remaining focused on increasing a practice’s profitability and advancing it to the next level. By implementing Rattiner’s best practices, planners will not only expand their business but also, more importantly, make their clients’ lives better.

John Wiley, 2002 0-471-22034-5 Reinventing Financial Services What consumers expect from future banks and insurers --------------------------------------------------------------------------------------------------------------------Roger Peverelli, Reggi de Fenkis The financial crisis and the subsequent economic melt-down have forever changed the relationship between consumers and financial service firms.

Roger Peverelli and Reggy de Feniks, both experts in financial services, present a thoughtprovoking and insightful vision on the future of banks and insurance companies. Reinventing Financial Services puts the customer centre stage. It uncovers the radical shift in consumer perception and identifies the six key consumer trends that financial institutions must heed. These trends set the stage for the future of finance and are inevitably connected with the way banks and insurance companies must change to hit the perfect note. A shopping list that will help financial service providers find the right answers to the challenges of the new financial reality: • How to restore consumer trust • How to differentiate when transparency rules • How to become close to consumers across channels • How to leverage social media and mobile services • How to align customer centricity and profitable growth • And last but not least, where to start to create a new future Prentice Hall, 2010 978-90-430-2041-1

boletín de recomendaciones biblográficas especial FINANCIAL PLANNING 2011

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Seven stages of money maturity Understanding the spirit and value of money in your life --------------------------------------------------------------------------------------------------------------------George Kinder Where do our attitudes about money come from--and how do they influence our lives? How can we approach financial issues with honesty and without fear?

In this book, Buddhist teacher George Kinder, a Harvard-trained certified financial planner, demonstrates how we can literally transform our lives emotionally and financially by achieving "money maturity"--a full understanding of the spiritual and psychological issues surrounding our money lives.

Drawing on ancient Buddhist wisdom and his years of financial practice, Kinder has created a revolutionary program that guides us through the Seven Stages of a revolutionary journey--one designed to help us uncover the roots of our attitudes about money, and attain true peace, freedom, and security in our financial lives. Learn how to: Understand feelings that impact taking financial action Develop understanding and knowledge about money Eliminate stress and anxiety around money Let go of old patterns and painful habits Approach money tasks with energy and optimism Design a money life that is fulfilling both financially and spiritually Filled with practical information, market-tested, wealth-building skills, personal success stories, and spiritual guidance, The Seven Stages of Money Maturity is an invaluable guide to a rich--and richly lived--life.

Dell Publishing, 2000 978-0-440-50833-5 The future of finance Megatrends beyond the crisis --------------------------------------------------------------------------------------------------------------------Adjiedj Bakas, Roger Peverelli The financial sector currently faces unprecedented challenges. First, it must find a way to overcome the credit crisis and, once the tempest has subsided, banks, insurance companies and pension funds will have to undergo a number of far-reaching structural changes. Globalization will give rise to an entirely new realm of competition. New emerging markets such as China, India, Russia and Brazil are gaining a strong foothold on the financial economic world stage. Government securities from the Middle East and Asia will become large shareholders of established Western banks and insurance companies. Corporations which are not part of the sector, such as search engine Google, will apply for banking licenses; Virgin and EasyJet will launch financial products; and, Sony and Aegon will start marketing insurances in Japan. The Western world will face an aging population.At the same time there will be a religious, spiritual and ethical revival. Technology will radically change our life. The power is now definitely in the hands of the consumer. In Africa consumers pay each other small amounts by means of phone credit.The credit is transferred via mobile phones. "The Future of Finance" takes megatrends from different realms and looks at the whole picture, illustrating it with inspiring examples from all over the world.

Infinite Ideas, 2009 978-1-906821-01-2

boletĂ­n de recomendaciones biblogrĂĄficas especial FINANCIAL PLANNING 2011

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The History of Financial Planning The Transformation of Financial Services --------------------------------------------------------------------------------------------------------------------E. Denby Brandon Jr.; H. Oliver Welch Backed by the Financial Planning Association, The History of Financial Planning offers a clear overview of the industry and how it has grown and changed over the years. This book chronicles the history of the profession, with explanations of how the financial planning movement has grown beyond the United States to other countries-particularly in the last fifteen years. The book also demonstrates how the work of key researchers, such as Dr. Daniel Kahneman, Vernon Smith, and Amos Tversky, has influenced the rise of the financial planning profession * Names "four initial engines of growth" that contributed to the success of financial planning * Reveals the moments and key players that define the history of financial planning * Discusses the emergence of the Financial Planning Association (FPA) John Wiley, 2009 978-0-470-18074-7 Tools and Templates for your Practice for financial advisers, planners, and wealth managers --------------------------------------------------------------------------------------------------------------------Deena Katz's This nuts-and-bolts book expands on the time-saving approaches of the author's acclaimed book, Deena Katz on Practice Management, by providing-and explaining how to use-the actual checksheets, forms, presentations, and procedures developed and refined by Evensky Brown & Katz and other top wealth managers and planners. Deena Katz brings together, as no one else could, the collective knowledge and labor-saving systems that leading advisers use to make their practices cost-efficient, client-friendly, and competitive. It is packed full of charts, form letters, concise tips, processes, and ideas from experienced practitioners around the world-approaches that you can put to use today. Whether you have an established practice or are launching one, here are tips and resources you won't find anywhere else: * Everything a well-run planning practice needs to survive, thrive, and manage growth * Tools for keeping top clients over the long haul * Documents that streamline compliance and practice-management tasks * Components for a public relations and marketing plan, with form letters and a system for building credibility with the media * Free CD-ROM with user-ready customizable Microsoft Word, Excel, and PowerPoint files for PC or Mac Bloomberg Press, 2001 1-57660-084-X

boletĂ­n de recomendaciones biblogrĂĄficas especial FINANCIAL PLANNING 2011

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