R e c o P o r t
Tools / Resources

Scenario One
Client Questionnaire
Contact Team
Meet With Client
Sample Portfolios
         
Scenario Two
Tools / Resources
Ask the Expert
Learning Journal
Submit Portfolio

For a New Generation of Financial Planners

RESOURCES AND TOOLS

The following resources have been provided to team members to access for information that may help in completing their investment recommendations for their clients.

Team members are not limited to the resources listed below, remember you also have "Ask the Expert", or any other resources that you have access to.

SPECIFIC TOPICS

Defining Risk

Taxes

Currency Exchange Rates

Estate Planning

Investments

Insurance

Long Term Care

Retirement


GLOSSARIES OF FINANCIAL TERMS

Glossary of Financial Terms - 1

Glossary of Financial Terms - 2


CALCULATORS

401k Calculator

Dollar Cost Averaging Calculator

Mortgage and Budget Calculators


STOCK QUOTES

Federal Savings Bonds

Stock Price Quotes - 1

Stock Price Quotes - 2


COMPANIES

Prudential Insurance and Investments Company

Bloomberg

Morningstar Financial Advisors


GENERAL FINANCIAL PLANNING RESOURCES

Financial Planning Information - 1

Financial Planning Information - 2

Financial Planning Information - 3

Financial Planning Information - 4


GENERAL RESOURCES

Federal Rates

Federal Funds Rate

Books on Financial Planning

Federal Reserve Bank of New York

National Association of Securities Dealers (NASD) - Regulations

Financial Planning Association Journal