Bancario o consulente finanziario
eBook - ePub

Bancario o consulente finanziario

  1. English
  2. ePUB (mobile friendly)
  3. Available on iOS & Android
eBook - ePub

Bancario o consulente finanziario

About this book

A distanza di tre anni dal nostro ultimo libro "MiFID II-Confronto tra risparmio e investimento", la figura del consulente finanziario ha acquisito sempre maggiore centralità nella gestione dei patrimoni delle famiglie e delle imprese e nell'intermediazione dei servizi connessi. Con questo libro vogliamo mettere in evidenza i tratti distintivi del consulente finanziario rispetto al bancario, ultimo baluardo di un mondo che forse non c'è più. Il nuovo libro è stato scritto anche grazie alla collaborazione di Marco Breschi, recentemente iscritto all'albo di stato dei consulenti finanziari. Marco porta con sé l'entusiasmo del suo avvio professionale oltre alle sue competenze anche in ambito digitale ormai fondamentali in questa attività.

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Information

Publisher
Youcanprint
Year
2021
Print ISBN
9791220089289
eBook ISBN
9791220351119
Topic
Business
Subtopic
Customer Relations
Index
Business

Table of contents

  1. Cover
  2. Indice
  3. Frontespizio
  4. Copyright
  5. GLI AUTORI
  6. 1. INTRODUZIONE
  7. 2. RUOLO DEL CONSULENTE FINANZIARIO
  8. 3. CONSULENTE PATRIMONIALE
  9. 4. DIFFERENZA TRA BANCARIO E CONSULENTE FINANZIARIO
  10. 5. PROTEZIONE DEL PATRIMONIO
  11. 6. PIANIFICAZIONE SUCCESSORIA
  12. 7. PIANIFICAZIONE PREVIDENZIALE
  13. 8. CONCLUSIONI
  14. BIBLIOGRAFIA
  15. SITOGRAFIA
  16. CONTATTI

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Yes, you can access Bancario o consulente finanziario by Andrea Giampà, Marco Breschi, Loris Jurmann in PDF and/or ePUB format, as well as other popular books in Business & Customer Relations. We have over one million books available in our catalogue for you to explore.