Investment Adviser (Level 2) by NISM | X-B

Description

This book aims to improve investment advisory services within the financial industry. It explores key topics such as insurance planning, risk management, retirement products, estate planning, and the influence of behavioral finance on financial advice. With a focus on providing a deep understanding of different financial products, tax considerations, and the vital role of investment advisers in retirement and estate planning, the book is enriched with case studies and practical examples for real-world application.