Financial Advisor

by Sherry Bonnice

Overview

Find out what it takes to be a financial advisor with character... Financial advisors show people better ways to manage their money. They help their clients: •Invest in stocks and bonds; •Save for the future; •Plan for home ownership; •Set aside funds for their children's college education; and •Look ahead toward retirement. Find out what you'll need if you pursue a career in this field: The education... The experience... The integrity... And the respect for others. Financial Advisor will tell you what you'll need.

Product Details

ISBN-13:	9781422290514
Publisher:	Mason Crest
Publication date:	09/02/2014
Series:	Careers With Character
Sold by:	SIMON & SCHUSTER
Format:	eBook
Pages:	96
File size:	13 MB
Note:	This product may take a few minutes to download.
Age Range:	6 - 18 Years

Table of Contents

Introduction 7

1 Job Requirements 11

2 Integrity and Trustworthiness 23

3 Respect and Compassion 33

4 Justice and Fairness 41

5 Responsibility 51

6 Courage 59

7 Self-Discipline and Diligence 69

8 Citizenship 77

9 Career Opportunities 85

Further Reading 92

For More Information 93

Glossary 94

Index 95

About the Author & Consultants 96

Editorial Reviews

Financial Advisor is one of the books included in a series called "Careers with Character." The book starts out with an introduction by educational consultants, who explain the importance of knowing who you are when choosing a career, hence the series title, Careers with Character. The nine chapters deal with different topics such as Job Requirements, Integrity and Trustworthiness, Respect and Compassion, Responsibility, and Career Opportunities. Author Bonnice has written this book in a lively, interesting style, using role models to show how individuals in the financial field handled decisions, developed leadership skills, and took responsibility for their decisions. Along the way, there are many sidebars such as The Financial Planning Process, A Framework for Ethical Decision Making, America's First Financial Advisor and more. One of the examples shows how a financial planner named Suze Orman learned at an early age how to manage money when her father's restaurant burned to the ground and there was no fire insurance. Her father struggled to open another deli, but it was difficult. This life experience showed Orman that she had to plan and handle her own finances and business decisions carefully. In 1995, she wrote her first book called You've Earned it, Don't Lose It. Her next book was The 9 Steps to Financial Freedom. The examples and practical information offered in this career book encourage readers to carefully evaluate their own skills and characteristic traits when deciding on a career. Illustrations are in color and black and white. A list of books to read, a glossary and web sites are also included. 2003, Mason Crest Publishers,
—Della A. Yannuzzi

Children's Literature

Have you ever listened to a stock market update and just wondered, "What does that mean?" If that is true then perhaps the concept of a financial advisor is one that is relevant to you. In this selection from the first rate "Careers with Character" series writer Sherry Bonnice provides readers with valuable information regarding the training, services, and character traits that are part and parcel of being a financial advisor. As with other books in the series, Financial Advisor combines specific information linked to the profession of financial advisement plus thoughtful attention to the internal qualities necessary to be a trusted professional. Bonnice presents interesting information regarding career possibilities, prerequisite skills, and personal traits linked to success in this important field of work. Of greatest interest are the real life vignettes that lead off most chapters in this book; they frame the ethical elements that are so important in professional life. Topics such as confidentiality, conflict of interest, person-centered service, and diligence are presented in turn in a way that should help readers to ponder regarding their own values. Financial Advisor is a valuable tool in a career awareness mode and a book that will challenge readers to both learn and reflect in a meaningful way. Reviewer: Greg M. Romaneck

Children's Literature - Greg M. Romaneck