The definitive blueprint for becoming a UK & European financial advisor.
Navigating the path to becoming a qualified, successful financial advisor is complex. This comprehensive guide by industry expert A. J. Smales is your all-in-one roadmap, demystifying every step from qualification to running your own practice.
Whether you’re a career-changer, a newly-qualified advisor, or an established professional, this book provides a structured, practical journey through the profession. It cuts through the “alphabet soup” of credentials (CII, CISI, DipFA), breaks down the UK’s FCA regulations and Europe’s MiFID II landscape, and delivers deep dives into the core knowledge domains—from investments and pensions to tax and protection.
Beyond theory, this book equips you with the mindset and tools for real-world success. Master the client advisory process, learn to coach clients through market volatility using behavioural finance, and ace your exams with dedicated preparation chapters, 150+ practice questions, and a full mock exam. Finally, gain crucial insights on launching your practice, choosing a business model, and building a sustainable enterprise.
Your journey to a rewarding, impactful, and autonomous career in financial advice starts here.
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Vendeur : Grand Eagle Retail, Bensenville, IL, Etats-Unis
Paperback. Etat : new. Paperback. The definitive blueprint for becoming a UK & European financial advisor. Navigating the path to becoming a qualified, successful financial advisor is complex. This comprehensive guide by industry expert A. J. Smales is your all-in-one roadmap, demystifying every step from qualification to running your own practice. Whether you're a career-changer, a newly-qualified advisor, or an established professional, this book provides a structured, practical journey through the profession. It cuts through the "alphabet soup" of credentials (CII, CISI, DipFA), breaks down the UK's FCA regulations and Europe's MiFID II landscape, and delivers deep dives into the core knowledge domains-from investments and pensions to tax and protection. Beyond theory, this book equips you with the mindset and tools for real-world success. Master the client advisory process, learn to coach clients through market volatility using behavioural finance, and ace your exams with dedicated preparation chapters, 150+ practice questions, and a full mock exam. Finally, gain crucial insights on launching your practice, choosing a business model, and building a sustainable enterprise. Your journey to a rewarding, impactful, and autonomous career in financial advice starts here. This item is printed on demand. Shipping may be from multiple locations in the US or from the UK, depending on stock availability. N° de réf. du vendeur 9798277735404
Quantité disponible : 1 disponible(s)
Vendeur : Rarewaves.com USA, London, LONDO, Royaume-Uni
Paperback. Etat : New. N° de réf. du vendeur LU-9798277735404
Quantité disponible : Plus de 20 disponibles
Vendeur : California Books, Miami, FL, Etats-Unis
Etat : New. Print on Demand. N° de réf. du vendeur I-9798277735404
Quantité disponible : Plus de 20 disponibles
Vendeur : PBShop.store US, Wood Dale, IL, Etats-Unis
PAP. Etat : New. New Book. Shipped from UK. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. N° de réf. du vendeur L0-9798277735404
Quantité disponible : Plus de 20 disponibles
Vendeur : PBShop.store UK, Fairford, GLOS, Royaume-Uni
PAP. Etat : New. New Book. Delivered from our UK warehouse in 4 to 14 business days. THIS BOOK IS PRINTED ON DEMAND. Established seller since 2000. N° de réf. du vendeur L0-9798277735404
Quantité disponible : Plus de 20 disponibles
Vendeur : CitiRetail, Stevenage, Royaume-Uni
Paperback. Etat : new. Paperback. The definitive blueprint for becoming a UK & European financial advisor. Navigating the path to becoming a qualified, successful financial advisor is complex. This comprehensive guide by industry expert A. J. Smales is your all-in-one roadmap, demystifying every step from qualification to running your own practice. Whether you're a career-changer, a newly-qualified advisor, or an established professional, this book provides a structured, practical journey through the profession. It cuts through the "alphabet soup" of credentials (CII, CISI, DipFA), breaks down the UK's FCA regulations and Europe's MiFID II landscape, and delivers deep dives into the core knowledge domains-from investments and pensions to tax and protection. Beyond theory, this book equips you with the mindset and tools for real-world success. Master the client advisory process, learn to coach clients through market volatility using behavioural finance, and ace your exams with dedicated preparation chapters, 150+ practice questions, and a full mock exam. Finally, gain crucial insights on launching your practice, choosing a business model, and building a sustainable enterprise. Your journey to a rewarding, impactful, and autonomous career in financial advice starts here. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. N° de réf. du vendeur 9798277735404
Quantité disponible : 1 disponible(s)
Vendeur : AHA-BUCH GmbH, Einbeck, Allemagne
Taschenbuch. Etat : Neu. Neuware - The definitive blueprint for becoming a UK & European financial advisor. Navigating the path to becoming a qualified, successful financial advisor is complex. This comprehensive guide by industry expert A. J. Smales is your all-in-one roadmap, demystifying every step from qualification to running your own practice. Whether you're a career-changer, a newly-qualified advisor, or an established professional, this book provides a structured, practical journey through the profession. It cuts through the 'alphabet soup' of credentials (CII, CISI, DipFA), breaks down the UK's FCA regulations and Europe's MiFID II landscape, and delivers deep dives into the core knowledge domains-from investments and pensions to tax and protection. Beyond theory, this book equips you with the mindset and tools for real-world success. Master the client advisory process, learn to coach clients through market volatility using behavioural finance, and ace your exams with dedicated preparation chapters, 150+ practice questions, and a full mock exam. Finally, gain crucial insights on launching your practice, choosing a business model, and building a sustainable enterprise. Your journey to a rewarding, impactful, and autonomous career in financial advice starts here. N° de réf. du vendeur 9798277735404
Quantité disponible : 2 disponible(s)
Vendeur : Rarewaves.com UK, London, Royaume-Uni
Paperback. Etat : New. N° de réf. du vendeur LU-9798277735404
Quantité disponible : Plus de 20 disponibles