Dun & Bradstreet Wealth Management

ISBN 13: 9780070656819

Wealth Management

4 avg rating
( 2 ratings by Goodreads )
 
9780070656819: Wealth Management
View all copies of this ISBN edition:
 
 

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.

"synopsis" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

International Edition
International Edition

1.

Dun & Bradstreet
ISBN 10: 0070656819 ISBN 13: 9780070656819
New Softcover First Edition Quantity Available: > 20
International Edition
Seller:
LowPriceBookDeals
(Wilmington, DE, U.S.A.)
Rating
[?]

Book Description Softcover. Condition: New. 1st edition. Brand NEW, Paperback International Edition. Black & White or color, Cover and ISBN same with similar contents as US editions. Standard delivery takes 5-9 business days by USPS/DHL with tracking number. Choose expedited shipping for superfast delivery 3-5 business days by UPS/DHL/FEDEX. We also ship to PO Box addresses but by Standard delivery and shipping charges will be extra. International Edition Textbooks may bear a label -Not for sale in the U.S. or Canada- etc. printed only to discourage U.S. students from obtaining an affordable copy. Legal to use despite any disclaimer on cover as per US court. No access code or CD included unless specified. In some instances, the international textbooks may have different exercises at the end of the chapters. Printed in English. We may ship the books from multiple warehouses across the globe, including India depending upon the availability of inventory storage. In case of orders from Europe, custom charges may comply by the relevant government authority and we are not liable for it. 100% Customer satisfaction guaranteed! Please feel free to contact us for any queries. Seller Inventory # AB1426111

More information about this seller | Contact this seller

Buy New
US$ 15.56
Convert currency

Add to Basket

Shipping: US$ 3.95
Within U.S.A.
Destination, rates & speeds

2.

Dun & Bradstreet
Published by Tata McGraw-Hill Education Pvt. Ltd. (2009)
ISBN 10: 0070656819 ISBN 13: 9780070656819
New Hardcover First Edition Quantity Available: > 20
Seller:
BookVistas
(New Delhi, India)
Rating
[?]

Book Description Tata McGraw-Hill Education Pvt. Ltd., 2009. Hardcover. Condition: New. First edition. 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. TABLE OF CONTENTS: 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 Printed Pages: 160. Seller Inventory # 18868

More information about this seller | Contact this seller

Buy New
US$ 13.75
Convert currency

Add to Basket

Shipping: US$ 9.38
From India to U.S.A.
Destination, rates & speeds

3.

Dun & Bradstreet
ISBN 10: 0070656819 ISBN 13: 9780070656819
New PAPERBACK Quantity Available: 10
Seller:
DC Bookdepot
(New Delhi, India)
Rating
[?]

Book Description PAPERBACK. Condition: New. Book Cover and ISBN may be different from US edition but contents as same US Edition.We do not provide CD and access code. We may ship the books from Asian regions for inventory purpose. Our courier service is not available at APO FPO AND PO BOX. Seller Inventory # 86105

More information about this seller | Contact this seller

Buy New
US$ 14.81
Convert currency

Add to Basket

Shipping: US$ 10.91
From India to U.S.A.
Destination, rates & speeds
International Edition
International Edition

4.

Dun & Bradstreet
ISBN 10: 0070656819 ISBN 13: 9780070656819
New Pb Quantity Available: 4
International Edition
Seller:
BBT_BOOKS
(New Delhi, DELHI, India)
Rating
[?]

Book Description Pb. Condition: Brand New. Brand New. PAPERBACK,Book Condition New, International Edition. We Do not Ship APO FPO AND PO BOX. Cover Image & ISBN may be different from US edition but contents as US Edition. Printing in English language.NO CD AND ACCESS CODE. Quick delivery by USPS/UPS/DHL/FEDEX/ARAMEX ,Customer satisfaction guaranteed. We may ship the books from Asian regions for inventory purpose. Seller Inventory # HREADY1613

More information about this seller | Contact this seller

Buy New
US$ 21.75
Convert currency

Add to Basket

Shipping: US$ 4.01
From India to U.S.A.
Destination, rates & speeds

5.

Dun & Bradstreet
Published by Mc Graw Hill India (2009)
ISBN 10: 0070656819 ISBN 13: 9780070656819
New Hardcover Quantity Available: 1
Seller:
Irish Booksellers
(Portland, ME, U.S.A.)
Rating
[?]

Book Description Mc Graw Hill India, 2009. Condition: New. book. Seller Inventory # M0070656819

More information about this seller | Contact this seller

Buy New
US$ 71.63
Convert currency

Add to Basket

Shipping: US$ 3.27
Within U.S.A.
Destination, rates & speeds