The investment advisor body of knowledge

Book Description Convert currency. Investment Consulting Process. View all copies of this ISBN edition:. Published by John Wiley and 38; Sons

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The Investment Advisor role encompasses a comprehensive vision on a variety of financial topics, including investment and guidance. They work with their clients to make investment and allocation decisions, providing unbiased and unrestricted advice and strategies aiming towards helping them achieve their financial goals by building a financial plan. The most common workplace for Investment Advisors is in different financial institutions. They may find employment in banks, monetary firms, and in the financial department of big companies. However, some professionals choose to be self-employed and offer their services to individual clients often in matters of personal financing rather than commercial investment. This is around 1.

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Investment Consulting Process «synopsis» may belong to another edition of this title. Stock Image. Get unlimited access to videos, live online training, learning paths, books, tutorials, and. View table of contents. Add to Basket. Selected type: Hardcover. The book is laid out based on the six domains covered on the exam:. Risk and Return Characteristics of Equity Securities 7. More information about this seller Contact this seller. Evaluation Copy Request an Evaluation Copy. Publisher: Wiley New Book. The readings clearly explain key financial and investment concepts, theories, and applications while highlighting calculations and applications tested on the CIMA qualification exam and the CIMA certification exam. International accreditation is one of many reasons CIMA certification directly contributes to advisors’ the investment advisor body of knowledge.