Asset investment and advice

Whether it's retirement planning, building a house or family planning: as part of holistic financial planning, the financial advisor analyzes the client's investment goals in detail so that he or she can then provide comprehensive advice. The second part of the two-volume teaching aid "Wealth investment and advice" teaches the various areas of this highly complex activity. Important client contracts, rules of conduct in the financial services sector and the relevant tax aspects are some of the topics explained in the book. Up-to-date compilations on risk calculation and optimisation as well as a guide to determining the client's specific risk tolerance and capacity complement the content. The content of the teaching material is primarily aimed at students of the wealth module as part of the examination for the Dipl. Finanzberater IAF and has been produced in collaboration with the IfFP Institute for Financial Planning. In addition to a high level of practical relevance, it focuses on the direct applicability of what has been learned in the day-to-day work of advising clients. Its structure is suitable for teaching in higher vocational education as well as for self-study. In addition, this title is suitable for readers who are interested in an up-to-date overview and sound knowledge of modern investment. Part 1: Investment and investment advice 1 - Investment instruments Basics with examples, repetition questions and answers.