Nancysbooks Header

So You Want to Be a
Financial Planner

Finally together in one place, a comprehensive step-by-step process to launching a career as a financial planner. Here is everything you need to know -- from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations.

  • Tells you what credentials you need
  • Shows you where to find the best schools for licensing and registration
  • Clearly Defines how commission and fee-only planners differ
  • Provides a planner’s “toolbox” of hardware, software and Internet sites
  • Cuts through the maze of regulatory red tape
  • Gives you proven marketing techniques to jump-start your practice
"If this book had been around when I started in the business, it would have saved me years of hard knocks. This is 'must reading' for those who want to get profitable sooner and have a sound financial planning business. It has the three Es: Essential, Educational, and Entertaining."

-Katherine Vessenes, JD, CFP, President, Vestment Consulting, and nationally recognized authority on practice management and the legal and ethical issues facing financial advisors.
by Nancy Langdon Jones

So You Want to Be a Financial Planner Cover
Read Testimonials

Read the annotated Table of Contents

Buy the Print Version and also receive the Download version for only $30.00 with *FREE SHIPPING! (book normally ships within 48 hours *free shipping not available for print orders outside of the U.S.)

(view return policy)

The Print Version (8.5" x 11" paperback) includes an immediate free download of the book. Click on the below, and you will be directed to a secure page where you can purchase my book in print format and it will be shipped to you. The electronic version will be made available to you immediately following your purchase.  The cost from this web site is $30.00 including shipping (plus applicable sales tax for California residents).


Both versions of "So You Want to Be a Financial Planner" are available to students at a significant discount. $20.00 for the download version or $30.00 (including shipping) for the print version!

Please enter your school name / study course in the "special instructions" area of the check out pages. Thank you!

Buy the Download (PDF) Version for Only $20.00

Viewing the electronic download requires Adobe Acrobat Reader, which you can download for free. Click on the image below to proceed to the Adobe web site.

      Privacy Policy 

 Green Site

    Adobe Acrobat Reader