£129.05

Gabler Verlag Handbuch Finanz- und Vermögensberatung

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Last 66 days · 66 data points (no recent data)

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£129.05 £122.60 £125.18 £127.76 £130.34 £132.92 £135.50 26 April 2026 12 May 2026 28 May 2026 13 June 2026 30 June 2026

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Most common price: £129 (66 days, 100.0%)

Price range: £129 - £129

Price levels: 1 different prices over 66 days

Description

Branchenexperten bieten in diesem Buch aktuelles Know-how: Das erste umfassende Nachschlagewerk für die Finanz- und Vermögensberatung. Review "Consultant meint: Interessant für Steuerberater und Wirtschaftsprüfer, die nicht nur in Steuersachen, sondern häufig auch beim Thema Vermögensplanung von ihren Mandanten um Rat gefragt werden." Consultant, 12/2004 Book Description Das erste Grundlagenwerk der wichtigsten Branchenexperten für die ganzheitliche, lebensphasenbezogene Finanz- und Vermögensberatung From the Back Cover Vermögens- und Finanzberater, aber auch Steuerberater, Wirtschaftsprüfer und Rechtsanwälte, denen Mandanten zunehmend eine ganzheitliche Finanz-, Vermögens- & Steuerplanung abverlangen, müssen einem komplexen Anspruch gerecht werden: Anspruchsvolle Privatkunden benötigen und fordern eine umfassende professionelle kompetente und objektive Beratung, die themenvernetzt und ganzheitlich unter Berücksichtigung der individuellen, wirtschaftlichen, steuerlichen und rechtlichen Situation und Lebensphase des Mandanten aufgebaut ist. Qualifizierte Kundenberater rund um die finanzielle Sphäre des Kunden müssen daher über ein sehr breites Wissen um finanzwirtschaftliche Faktoren und Zusammenhänge verfügen, um die individuelle finanzielle Situation des Kunden unter Berücksichtigung dessen jeweiliger aktuellen und absehbaren zukünftigen Lebenssituation vollständig erfassen und richtig beurteilen zu können. Auch in Spezial- und Randthemen, die nicht unbedingt in seinen unmittelbaren Kernkompetenzbereich fallen, muss der Berater über solides Hintergrund- und Basiswissen verfügen: Nur dann kann er den Bedarf des Kunden und ganzheitlich vernetzte Problemlösungsmöglichkeiten erkennen und entsprechend Experten des jeweiligen Spezialgebietes aus seinem Netzwerk hinzuziehen und deren Know-how in seine Beratung einbinden. Auf diese Weise kann der Mandant sicher sein, umfassend und durchdacht beraten zu sein, so dass Finanzberater und Mandant eine vertrauensvolle langfristige und konstruktive Zusammenarbeit aufbauen können. Namhafte Spezialisten aus der Beratungsbranche - unabhängige Finanzberater, Steuerberater, Rechtsanwälte, Wirtschaftsprüfer - bieten erstmals in diesem Sammelband aktuelles Know-how zu allen wichtigen Beratungsthemen: Kapitalanlage, liquide und illiquide Vermögensstrukturen, Immobilien, innovative und spezielle Formen der Beteiligungen, Finanzierungsformen, Investment, Steuer, Versicherung, Erbschaft und Vermögensnachfolge. Finanz- und Vermögensberater als au About the Author Gert Moritz ist selbständiger Financial Planner und Consultant.

Product Specifications

Format
paperback
Domain
Amazon UK
Release Date
14 June 2012
Listed Since
14 March 2013

Barcode

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