Investment Adviser (Level 1)
The book aims to clarify and focus on the critical areas of investment advisory, enhancing the overall quality of services in the financial industry. It discusses various critical topics such as insurance planning, understanding different insurance products, and essential aspects of risk management....
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Auteur principal: | |
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Format: | Livre |
Langue: | anglais |
Publié: |
New Delhi
Taxmann Publications
2023
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520 | |a The book aims to clarify and focus on the critical areas of investment advisory, enhancing the overall quality of services in the financial industry. It discusses various critical topics such as insurance planning, understanding different insurance products, and essential aspects of risk management. Additionally, the discussion includes retirement products, detailing their features and the pivotal role of Investment Advisers in effective retirement planning. | ||
650 | |a Insurance Planning |a Role of Behavioural Finance |a Insurance Products |9 10909 | ||
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