The professional financial advisor III: putting transparency and integrity first
Gespeichert in:
Bibliographische Detailangaben
1. Verfasser: De Goey, John J. (VerfasserIn)
Format: Elektronisch E-Book
Sprache:English
Veröffentlicht: Toronto, Ontario, Canada Insomniac Press [2012]
Ausgabe:[CEL version]
Schlagworte:
Online-Zugang:Volltext
Beschreibung:Previous edition published under title: The professional financial advisor II.
Includes bibliographical references and index
Part One: Preparing Financial Service Providers. Becoming an Advisor -- Preparing FSPs -- Inefficient Markets -- Efficient Markets -- Education or Indoctrination?
Part Two: Scientific Testing. Evidence-Based Research -- Fact or Opinion? -- Investment Pornography -- Behavioural Finance
Part Three: Necessary Disclosure. Necessary Disclosure -- Eliminate the Bias -- Parts and Labour Sold Separately -- The Ramifications of Unbundling
Part Four: Professionalism. What Adds Value? -- Get an Investment Policy Statement -- What Do STANDUP FSPs Do? -- Do-It-Yourself Advice -- STANDUP Insurance Advice -- The Inexorable Global March to a STANDUP Paradigm -- Be a STANDUP FSP -- Ethics, Professionalism and Change
Beschreibung:1 Online-Ressource (322 pages)
ISBN:9781554830961
1554830966

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