<p>In recent years, the Financial Planning Association has created an extensive archive of information on financial planning topics. FPA, the organization on which thousands of financial planning professionals rely, has drawn from that archive and from up-to-the-minute observations from its financial planners to create this book to help you make smart financial decisions and realize your life's dreams. This book will provide you with basic guidance to establish and maintain your financial health. You'll learn how to organize your financial information and view your finances the way financial planning professionals do, as a series of interrelated considerations that work together to create your whole financial picture.</p>

The Encyclopedia of Financial Planning

Business & Money

Financial Planning Association

Personal Finance

FPA Press

As the average age of America's workers rises, competent and ethical investment advice becomes even more critical to helping them reach their investment objectives.  The Pension Protection Act of 2006 has created new opportunities for financial advisers and clients alike, establishing, as it does, a safe harbor for professionals to market their services to plan participants, but it has also created some compliance challenges.  In response, the Financial Planning Association and Fiduciary360, a recognized leader in fiduciary issues, have collaborated to create a handbook that defines a range of best practices for the financial professional who is advising pension plan participants.  These best practices should help all parties comply with the spirit and letter of the new law, and to help the client better understand the fiduciary adviser's role in the sale of other financial products or services.     In an easy to implement handbook format, the new Prudent Practices for Fiduciary Advisers not only details practices and criteria, but lists suggested procedures, and substantiates each practice and criteria with citation of applicable laws, case law, and regulations.  It offers templates to help the adviser create the necessary disclosure documents and agreement letters.  It will be a book you'll want to keep available for reference long after your first reading.

Prudent Practices for Fiduciary Advisers

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Books by Financial Planning Association

See the best price to sell, buy, or rent books by Financial Planning Association. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

The Encyclopedia of Financial Planning

Prudent Practices for Fiduciary Advisers