Careers in Finance, Financial Management Association, (813) 974-2084. Good coverage of job possibilities in financial services.
Certified Financial Planners Board, 1660 Lincoln, Suite 3050, Denver, CO 80264. The board offers a free brochure on starting a career as a financial planner. A general information booklet on obtaining the Certified Financial Planner designation is also available.
"The Coming Investor Revolt"; Fortune, October 31, 1994, p. 66-78. Great article is important reading if you want to become a money manager. Article tells how fed up with poor returns, investors are moving to tie money managers' pay to their performance, Trouble is, most advisers aren't beating the averages.
"Competition and Change in the Mutual Fund Industry"; by Erik Sirri and Peter Tufano of Harvard Business School in Financial Services: Perspectives and Challenges, Samuel Hayes, Editor, published by HBS Press. (617) 495-6700.
"Comprehensive Personal Financial Planning: A Career Opportunity Worth Considering", by Lawrence J. Gitman and Peter W. Bacon in Careers in Finance, Financial Management Association International / Jack Rader, 1990, University of South Florida, College of Business Administration, Tampa, FL 33620, (813) 974-2084.
Credit Reporting Agencies, ABI, (402) 331-1505. Lists over 2,000 credit reporting agencies in the United States. A great resources if you want to break into this niche industry.
Directory of Pension Funds and their Investment Managers, Money Market Directories, Charlottesville, VA. Lists pensions funds around the United States. Regional editions also available.
Essentials of Investments, by Zvi Bodie, Alex Kane and Alan Marcus, Published by Richard D. Irwin at (800) 634-3960. This popular textbook explains investments, money management and performance evaluation. If you haven't read a book like this yet and the interview is approaching, now is a great time to start.
The Experts Guide to Managing and Marketing a Successful Financial Planning Practice, by Andrew Rich, Prentice Hall, Upper Saddle River, NJ, 1988. If you want to strike out on your own as a financial planner, read this book.
The Financial Planner's Desk Reference: A Glossary of Terms, National Endowment for Financial Education, Denver, CO, 1994.
Financial Planning Magazine, International Association of Financial Planning, Atlanta, GA. (404) 395-1605. This monthly magazine describes the business and practice of financial planning.
Financial Planning, Research Institute of America, 800-431-9025.
Financial Services Report, Philips Publishing, (301) 340-2100.
"Inside Fidelity: How its Stock-Picking Machine Works"; Business Week, October 10, 1994, p. 88-98. Describes how the largest mutual fund company in the United States has gotten where it is with a competitive corporate culture and smart set of money managers.
Institutional Investor, New York, NY (212) 303-3300. This monthly publication describes key trends in portfolio management, talks about people in the area and carries numerous ads which give a good feel for the business of money management.
The Intelligent Investor, by Benjamin Graham, 1949, Harper&Row. An investing classic by one of the greats describes a value investment approach which inspired Warren Buffett. Pick stocks with low price-earnings ratios and solid business prospects and you've got a winner is the message.