Investment Adviser | Level 2
Author(s)
Publisher
ISBN
9789392211461
Edition
Workbook Version - July 2021
Pages | Format
580 | Paperback
Approx. Product Size
0.680
This book covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the following:
- [Know the Aspects] of the following:
- Insurance Planning
- Insurance Products
- Risk Management
- Taxation Aspects of Different Financial Securities
- Role of Behavioural Finance
- Risk Profiling in providing Financial Advice
- [Understand] the following:
- Various Retirement Products and their features
- Role of Investment Advisers in Retirement Planning
- Important of Estate Planning
- Role of Estate Planning Tools
| Chapter No | Chapter name |
|---|---|
| Chapter1 | Risk Management and Insurance Planning |
| Chapter2 | Retirement Planning |
| Chapter3 | Taxation |
| Chapter4 | Estate Planning |
| Chapter5 | Behavioural Finance |
| Chapter6 | Comprehensive Investment Advice |
| Chapter7 | Case Studies |
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