This book provides a strong and practical foundation for those who intend to prusue a career in financial planning and wealth management. The latest global developments in financial planning and wealth management are discussed so that financial services professionals can have a global perspective while working in the local environment.
Features
-- A detailed discussion of the six-step financial planning process
-- Interview with renowned financial planners
-- Practical approaches in conducting investment management
-- Comprehensive illustrations of risk profiling and asset allocation strategies
