Ebook Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Ebook Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

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Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Ebook Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

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About the Author

G. Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania, as well as a member of the Pennsylvania Bar. Jerry S. Rosenbloom is the Frederick H. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.

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Product details

Series: Private Wealth Management

Hardcover: 688 pages

Publisher: McGraw-Hill Education; 9 edition (January 9, 2015)

Language: English

ISBN-10: 9780071840163

ISBN-13: 978-0071840163

ASIN: 0071840168

Product Dimensions:

6.2 x 2 x 9.3 inches

Shipping Weight: 2.1 pounds (View shipping rates and policies)

Average Customer Review:

3.9 out of 5 stars

16 customer reviews

Amazon Best Sellers Rank:

#165,316 in Books (See Top 100 in Books)

I bought this book as part of a class I took as an undergraduate. I found the class very informative, but the information in this book is very helpful for those with limited to no background in private wealth management and are looking for somewhere to get started. I will say that it is helpful to have some financial background, but if not there is nothing you could not find out by doing some independent research on the internet.Overall I would say a good book for relative beginners as well as a nice reference book to have as you move forward in life.

Required textbook for Tax and Financial Planning Class. This is the most useful college text book i have ever been required to buy.

Good reference, but a bit dated--written during the financial crisis. Not sure if all of the tax info. is up to date.

Explains the different types of securities ect. I needed a good reference and I can recommend it.

needed for exam

Required for a class....very comprehensive, I only wish it had summaries to make my life easier :)

not organized well

A must read if you are interested in the business or Wealth Management! Clear, succinct and information packed, Financial Advisors' add it to your reading collection.

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Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition PDF

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition PDF

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition PDF

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition PDF