Private Banking
eBook - PDF

Private Banking

Kundenberatung, Finanzplanung, Anlagestrategien

  1. 303 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF

Private Banking

Kundenberatung, Finanzplanung, Anlagestrategien

About this book

Banken, Versicherungen, Finanzmakler und alle in der Finanzberatung tätigen Personen unterstützen die Privatkundschaft bei der Geldanlage und dem Kapitalaufbau. Das Buch bietet (in 2. Auflage) eine aktualisierte, inhaltlich ausgereifte und didaktisch bewährte Einführung in das Private Banking. Die drei Teile behandeln: 1. Kunden¬beratung. 2. Finanzplanung. 3. Anlagestrategien.

Die Themen orientieren sich am Syllabus der Ausbildung zum Certified Financial Planner (CFP) und unterstützen die Prüfungsvorbereitung. Damit soll das Buch Personen dienen, die sich auf die Berufe der Kundenberatung in der Finanzwelt vorbereiten (Investment Advisory). Sodann wendet es sich an Leserinnen und Leser aus der Privatkundschaft.

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Yes, you can access Private Banking by Klaus Spremann in PDF and/or ePUB format, as well as other popular books in Business & Management. We have over one million books available in our catalogue for you to explore.

Information

Edition
2
Subtopic
Management

Table of contents

  1. Vorwort
  2. I Kundenberatung
  3. II Finanzplanung
  4. III Anlagestrategien
  5. Verzeichnisse