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The Investment Advisor Body of Knowledge, IMCA


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Цена: 18216.00р.
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При оформлении заказа до: 2025-08-04
Ориентировочная дата поставки: Август-начало Сентября
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Автор: IMCA
Название:  The Investment Advisor Body of Knowledge
ISBN: 9781118912324
Издательство: Wiley
Классификация:

ISBN-10: 1118912322
Обложка/Формат: Hardback
Страницы: 1152
Вес: 2.14 кг.
Дата издания: 2015
Язык: English
Размер: 190 x 267 x 43
Основная тема: Finance & Investments Special Topics
Подзаголовок: Readings for the cima certification
Ссылка на Издательство: Link
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Поставляется из: Англии


Get Wise to Your Advisor - How to Reach Your Investment Goals Without Getting Ripped Off

Автор: Lockshin
Название: Get Wise to Your Advisor - How to Reach Your Investment Goals Without Getting Ripped Off
ISBN: 1118700732 ISBN-13(EAN): 9781118700730
Издательство: Wiley
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Цена: 4909.00 р.
Наличие на складе: Поставка под заказ.

The Boston Institute of Finance Mutual Fund Advisor Course - Series 6 and Series 63 Test Prep

Автор: Boston Institut
Название: The Boston Institute of Finance Mutual Fund Advisor Course - Series 6 and Series 63 Test Prep
ISBN: 0471712345 ISBN-13(EAN): 9780471712343
Издательство: Wiley
Рейтинг:
Цена: 3958.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Access the industry`s premier print study guide and the industry`s premier online test--prep materials with this unique package. The study guide consists of seven chapters, which parallel the content of the exams. Each chapter includes review questions and provides the core knowledge necessary to pass the exams.

Investing in bonds for dummies

Автор: Wild, Russell (principal, Global Portfolios And Napfa-certified Financial Advisor)
Название: Investing in bonds for dummies
ISBN: 1394200978 ISBN-13(EAN): 9781394200979
Издательство: Wiley
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Цена: 2374.00 р.
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Responsible Investments in Agriculture and Food Systems: A Practical Handbook for Parliamentarians and Parliamentary Advisors

Название: Responsible Investments in Agriculture and Food Systems: A Practical Handbook for Parliamentarians and Parliamentary Advisors
ISBN: 9251335893 ISBN-13(EAN): 9789251335895
Издательство: Mare Nostrum (Eurospan)
Рейтинг:
Цена: 9425.00 р.
Наличие на складе: Нет в наличии.

Описание: This handbook, addressed to Members of Parliament and Parliamentary Advisors, provides a comprehensive overview of the role that Parliamentarians can play in the creation of reliable, coherent, and transparent “enabling environments” in areas related to investment in agriculture and food systems.

After explaining the urgent need to enhance responsible investment in agriculture and food systems and showing how can it contribute to the achievement of the Sustainable Development Goals and national development, the book provides concrete actions that MPs and Parliamentary Advisors can implement in their countries to improve investments. These include assessing and ensuring consistency in legal and policy frameworks.

Moreover, to support parliamentarians and advisors in creating effective partnerships with other stakeholders, such as other parliamentarians, the private sector, civil society and academia, the last section of the publication provides tailored key messages that can be used in meetings, conferences and other kinds of communications such as reports, press releases, and social media. It includes useful explanations of how data and country-level statistics can support advocacy and communication activities.

Alts Democratized + Website - A Practical Guide to  Alternative Mutual Funds and ETFs for Financial Advisors

Автор: Rabe
Название: Alts Democratized + Website - A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors
ISBN: 1118971019 ISBN-13(EAN): 9781118971017
Издательство: Wiley
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Цена: 8712.00 р.
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The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices

Автор: Knapp Robert D.
Название: The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices
ISBN: 1119539803 ISBN-13(EAN): 9781119539803
Издательство: Wiley
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Цена: 4435.00 р.
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Описание:

Take your Supernova practice to even greater heights of performance and profitability

The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model--Segmentation, Organization, Planning, Acquisition, and Leadership--provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.

The acknowledged pioneer of the Supernova model, author Rob Knapp offers in-depth examination of every aspect of the Supernova model, from client experience to leadership development. This invaluable resource addresses significant issues facing disciples of the model, including areas of chronic underperformance, and delivers proven solutions that financial advisors can integrate into their practices. Detailed coverage of core elements, such as the Rule of Reciprocity, Gap Analysis and the Five Star Model, promotes critical analysis of advisor performance and builds the foundation for precise alignment to the essential Supernova principles.

This indispensable book empowers current and prospective Supernova practitioners to:

  • Build and optimize an efficient and profitable Supernova advisory practice
  • Structure your practice around high-value activities that increase revenue and grow your business
  • Maintain a predictable schedule of meaningful client contact
  • Develop and implement proactive planning strategies with your team and client base.

The Supernova model is not complex, but requires sustained and disciplined effort to achieve best results. The Supernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices is the key to unlocking remarkable results and sustained achievement in advisory practices across the financial management industry that will differentiate you and your practice from the ordinary into the extraordinary.

The REAL Perspective: Secret Investments Your Financial Advisor Won`t Tell You About

Автор: Brown Mike
Название: The REAL Perspective: Secret Investments Your Financial Advisor Won`t Tell You About
ISBN: 1544515316 ISBN-13(EAN): 9781544515311
Издательство: Неизвестно
Рейтинг:
Цена: 3447.00 р.
Наличие на складе: Нет в наличии.

Описание:

If you're an investor, you know that not all financial advisors have their clients' best interests in mind. You also probably know that building long-term wealth strictly on Wall Street is nearly impossible. But who can you trust, and where do you go for the best returns?


Mike Brown is a financial advisor who understands the Wall Street machine. After years in the business, he learned the secret to sustainability is not with the stock market, 401(k)s, or even residential real estate. In The Real Perspective, Mike explains why adding private commercial real estate to your portfolio is one of the most lucrative decisions you can make. With downloadable content and a fresh outlook, this book helps you avoid common traps, focus on investments with long-term potential, and take your traditional portfolio from unpredictable to highly profitable.

Is Your Financial Advisor Failing You? And How to Tell

Автор: Gallagher Aif Kevin S.
Название: Is Your Financial Advisor Failing You? And How to Tell
ISBN: 1977216536 ISBN-13(EAN): 9781977216533
Издательство: Неизвестно
Рейтинг:
Цена: 2494.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: In today's environment of dizzying amounts of conflicting news and huge swings in the financial markets, more and more people are looking for personal guidance from Financial Advisors and Investment Managers. But how do you know if the one you're working with is truly competent and worth following? Author Kevin S. Gallagher is a former multi-million dollar stock exchange floor trader turned Financial Advisor who brings and insiders expertise to what to look for in choosing a Financial Advisor. Well beyond the all-to-familiar '5 questions you should ask a Financial Advisor', Mr. Gallagher tells it like it is and calls out the poor practices and salesmanship of today's Financial Salesmen. Simple to read and direct in its approach, 'Is Your Financial Advisor Failing You - And How To Tell' will arm you with everything you need to ensure that you work with only the best-of-the-best advisors, and of course, how to get away from the vast majority of advisors who are nothing short of just sales people. With the experience and belief that a competent Financial Advisor is absolutely worth their costs, Mr. Gallagher provides real life scenarios that will allow you to ferret out the worthy ones from those who you should be staying clear of. If you currently work with a Financial Advisor or Investment Manager - or if you are wondering if you should hire one - this book is a must read.

New wealth management

Автор: Evensky, Harold Horan, Stephen M. Robinson, Thomas R.
Название: New wealth management
ISBN: 0470624000 ISBN-13(EAN): 9780470624005
Издательство: Wiley
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Цена: 12672.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Operational auditing

Автор: Murdock, Hernan (murdock Global Advisors, Wayland, Massachusetts, Usa)
Название: Operational auditing
ISBN: 0367562367 ISBN-13(EAN): 9780367562366
Издательство: Taylor&Francis
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Цена: 9951.00 р.
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Описание: Operational Auditing: Principles and Techniques for a Changing World, 2nd edition, explains the proven approaches and essential procedures to perform risk-based operational audits.

Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm`s Future

Автор: Carson Ron
Название: Proven in the Trenches: 11 Principles to Maximize Advisor Value and Transform Your Firm`s Future
ISBN: 0857198041 ISBN-13(EAN): 9780857198044
Издательство: Pan Macmillan
Рейтинг:
Цена: 2882.00 р.
Наличие на складе: Поставка под заказ.

Описание: In Proven in the Trenches, financial advisors will receive an actionable game plan touching on the core dimensions of a highly-functioning financial services firm.

Bank on You: You Don`t Need an Advisor. You Need a Financial Education Overhaul.

Автор: Brown Jeremiah J.
Название: Bank on You: You Don`t Need an Advisor. You Need a Financial Education Overhaul.
ISBN: 0692153292 ISBN-13(EAN): 9780692153291
Издательство: Неизвестно
Цена: 3723.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание:

Most people have it all wrong about how you become wealthy in America. More often then not, we are taught that wealth is the by-product of hard work, diligent savings, and living below one's means. If that were the case, why is it that 50% of the population are considered financially inept, in a nation that is primarily driven by finance? How is it that one in three people who've worked their entire lives, have nothing saved towards retirement? How is it that 40% of all student borrowers cant afford to make payments on their college loans?

Most of us recognize that something is terribly wrong within our economy and financial systems, yet we continue to obey the antiquated financial rhetoric spewed by the experts and media. But at what cost? If you're going to participate in this game and wonder how you build more wealth, then the solution will be easier then what is normally given to the 99 percenters.

Bank On You explores the financial advice kept from the masses and shares it with you in a way that is compelling and easy to digest.

The book includes:

  • How to pursue multiple streams of income
  • How to acquire assets that pay you
  • How not to lose money
  • How to be your own boss
  • How to achieve finanical freedom in any market cycle

Embrace your new financial awakening and begin to master the game of money.


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