Welcome Guest
  |   0 items in your shopping cart
 

BROWSE BY STANDARDS

BROWSE BY CATEGORY

***
 
 
Join our mailing list to recieve newsletters
 

Wealth Management

Send to friend
 
Title: Wealth Management
Author: Dun & Bradstreet
ISBN: 0070656819 / 9780070656819
Format: Hard Cover
Pages: 144
Publisher: TMH
Year: 2012
Availability: Out of Stock
     
 
  • Description
  • Contents

Wealth Management requires a thorough understanding of financial planning process, as well as, of financial products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products including equity, banking and fixed income, insurance, real estate, art, derivatives and structured products. Wealth managers need to be conversant with these aspects to value-add to their clients? wealth management plans.

Written in a simple language, this book will help readers understand the process and steps involved in managing wealth. It includes wealth management process, understanding client goals and constraints, role of insurance, retirement and estate planning and wealth management strategy. It also includes cases and examples, along with sample questionnaires for client profiling and developing a wealth management plan.

Wealth managers, financial planners and advisers, fund managers will find the book quite useful in their day-to-day work. The book will also be beneficial to MBA, CFA and CA students.

Dun and Bradstreet (NYSE:DNB) is the world?s leading source of commercial information and insight on businesses, enabling companies to Decide with Confidence(R) for 167 years. D&B?s global commercial database contains more than 140 million business records. The database in enhanced by D&B?s proprietary DUNSRight(R) Quality Process, which provides our customers with quality business information. This quality information is the foundation of our global solutions that customers rely on to make critical business decisions.

D&B features on Fortune?s Most Admired Companies Industry List, ranking first in the Financial Data Services category. D&B outranked other leaders in the category and was also ranked first among the six in the areas of employee talent, financial soundness, long-term investment, quality of management and use of corporate assets.

Preface

Chapter 1 : Overview of Wealth Management
Chapter 2 : Client Goals and Constraints
Chapter 3 : Client Education
Chapter 4 : Asset Classes
Chapter 5 : Role of Insurance in Wealth Management
Chapter 6 : Retirement Planning
Chapter 7 : Estate planning
Chapter 8 : Wealth management Strategy

Appendix
Questionnaire 1
Questionnaire 2
Index

 
 
 
About Us | Contact us
loading...
This page was created in 0.25636601448059 seconds