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The financial services marketing handbook : tactics and techniques that produce results / Evelyn Ehrlich and Duke Fanelli. by
Edition: 1st ed.
Material type: Text Text; Format: print ; Literary form: Not fiction
Publication details: Princeton, NJ : Bloomberg Press, 2004
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone General Lending 332.10688 EHR.
Examwise for CFA 2006 level I certification [electronic resource] : the candidates question and answer workbook to chartered financial analyst 2006 level-I / Jane Vessey, M. Afdal Pamilih, David Stewart. by
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Friendswood, TX : Total Recall Publications, c2006
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
CFA 2006 level I certification [electronic resource] : the candidates 500 question concept check Q & A workbook for chartered financial analyst / Jane Vessey, M. Afdal Pamilih, David Stewart. by Series: ExamWise ; v. 2 | TotalRecall workbook certification series
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Friendswood, TX : Total Recall Publications, 2008
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
CFA 2008 level I certification [electronic resource] : with preliminary reading assignments ; the candidates question and answer workbook for chartered financial analyst / Jane Vessey, M. Afdal Pamilih, David Stewart. by Series: ExamWise ; v. 1 | TotalRecall workbook certification series
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Friendswood, TX : TotalRecall, c2008
Other title:
  • TotalRecall : the financial Q & A workbook series for CFA 2008
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The value investors [electronic resource] : lessons from the world's top fund managers / Ronald W. Chan. by
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Singapore : John Wiley & Sons, 2012
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The ensemble practice [electronic resource] : a team-based approach to building a superior wealth management firm / Philip Palaveev. by Series: Bloomberg financial series
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Hoboken, N.J. : Wiley, c2013
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The financial services marketing handbook [electronic resource] : tactics and techniques that produce results / Evelyn Ehrlich and Duke Fanelli. by
Edition: 2nd ed.
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Hoboken, NJ : Bloomberg Press, c2012
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The right way to hire financial help [electronic resource] : a complete guide to choosing and managing brokers, financial planners, insurance agents, lawyers, tax preparers, bankers, and real estate agents / Charles A. Jaffe. by
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Cambridge, Mass. : MIT Press, c1998
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The efficient practice : transform and optimize your financial advisory practice for greater profits / David L. Lawrence. [electronic resource] by Series: Wiley finance series
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2014Copyright date: ©2014
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The professional financial advisor II [electronic resource] : how the financial services industry hides the ugly truth / John J. De Goey. by
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Toronto : Insomniac Press, 2006
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Return on learning [electronic resource] : training for high performance at Accenture / Donald Vanthournout ... [et al.]. by
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Chicago : Agate, c2006
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Conceptions of professionalism : meaningful standards in financial planning / Ken Bruce and Abdullahi D. Ahmed. [electronic resource] by
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Farnham, Surrey, England ; Burlington, Vermont : Gower, 2014Copyright date: ©2014
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (2)Location, call number: Athlone Online eBook, ...
Money doctors [electronic resource] : the experience of international financial advising, 1850-2000 / edited by Marc Flandreau. by Series: Routledge international studies in money and banking ; 26.
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: London ; New York : Routledge, 2003
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
CFP Board financial planning competency handbook / Charles R. Chaffin, editor ; Certified Financial Planner Board of Standards, Inc. [electronic resource] by
Edition: Second edition.
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2015Copyright date: ©2015
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Planning a successful future : managing to be wealthy for individuals and their advisors / John E. Sestina. [electronic resource] by
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2016Copyright date: ©2016
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
G2 : building the next generation / Philip Palaveev. [electronic resource] by Series: Bloomberg financial series
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2017Copyright date: ©2017
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Wealth management unwrapped, revised and expanded : unwrap what you need to know and enjoy the present / Charlotte Beyer. [electronic resource] by
Edition: Revised and expanded.
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2017Copyright date: ©2017
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
The growth mindset : leadership makes a difference in wealth management / Rick Capozzi. [electronic resource] by
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : John Wiley & Sons, Incorporated, [2018]Copyright date: ©2018
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Practice made (more) perfect [electronic resource] transforming a financial advisory practice into a business / Mark Tibergien with Rebecca Pomering. by Series: Bloomberg financial series
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Hoboken, N.J. : Wiley, c2011
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Someday rich : planning for sustainable tomorrows today / Timothy Noonan, Matt Smith. [electronic resource] by Series: Wiley finance series
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : John Wiley & Sons, Inc., 2012Copyright date: ©2012
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Technology tools for today's high-margin practice [electronic resource] how client-centered financial advisors can cut paperwork, overhead, and wasted hours / David J. Drucker, Joel P. Bruckenstein. by Series: Bloomberg financial series
Material type: Text Text; Format: electronic available online remote; Literary form: Not fiction
Publication details: Hoboken, N.J. : John Wiley & Sons, c2013
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Succession planning for financial advisors : building an enduring business / David Grau, Sr. [electronic resource] by Series: Wiley finance series
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2014Copyright date: ©2014
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
Investing for a lifetime : managing wealth for the 'new normal' / Richard C. Marston. [electronic resource] by Series: Wiley finance series
Material type: Text Text; Format: available online remote; Literary form: Not fiction
Publisher: Hoboken, New Jersey : Wiley, 2014Copyright date: ©2014
Online access:
Availability: Items available for loan: TUS: Midlands, Main Library (1)Location, call number: Athlone Online eBook.
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