Financial advisory lantern (S-BA0012)

Unternehmensübergreifende Weiterbildung

An wen richtet sich die Weiterbildung?

Financial intermediaries professionals (front, middle and back).

Dauer

4,00 Stunde(n)

Sprache(n) der Dienstleistung

EN

Nächster Termin

04.06.2024
Details anzeigen
Ort
Luxembourg

Preis

125,00€

Ziele

In the world of finance, knowledge is the lantern. Get an introduction on how to offer a professional service to assess clients’ investment needs and solutions. Grasp the legal and regulatory framework governing financial advisory services, ensuring compliance, and building trust. Acquire the fundamentals of portfolio construction and security selection to guide clients towards balanced portfolios aligned with their aspirations.

Inhalt

  • Investment service positioning: Advisory vs Discretionary.
  • Demystifying investment services.
  • Risk profiling & bespoke investment strategy.
  • Asset allocation principles.
  • Security selection foundations.
  • Risk management basics.
  • How to stay on top of financial markets?

Nächster Termin

Datum
Stadt
Sprache und Preis
04.06.2024
Luxembourg
EN 125,00€
Details anzeigen

Kontakt für diese Weiterbildung

LLLC

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