FINANCIAL PLANNING AND WEALTH MANAGEMENT: AN INTERNATIONAL PERSPECTIVE

Overview

This book provides a strong and practical foundation for those who intend to pursue 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
• Interviews with renowned financial planners
• Practical approaches in conducting investment management
• Comprehensive illustrations of risk profiling and asset allocation strategies