Vermögensanlage und -beratung 1 - Anlageinstrumente

Whether for a world trip, your own home, or private retirement planning: there are many reasons to engage in comprehensive private wealth planning. The first part of the two-volume teaching material "Wealth Investment and Advisory" clearly and systematically explains the characteristics of various asset classes and their investment instruments – from traditional bank deposits to bonds and stocks, as well as alternative investments, investment funds, and insurance savings.

This teaching material prepares for the Wealth module as part of the examination for the Dipl. Financial Advisor IAF and has been developed in collaboration with the IfFP Institute for Financial Planning. It emphasizes not only a strong practical relevance but also the direct applicability of what is learned in everyday client advisory situations. Its structure is suitable for both higher vocational education and self-study. For the privately interested reader, the title provides a current overview and solid knowledge about modern investment.

Part 2: Wealth Investment and Advisory 2 – Fundamentals of Wealth Advisory with examples, review questions, and answers.