Choosing The Right Investment Advisor PDF Download

Choosing the Right Investment Advisor PDF
Author: Carol A. Santamaura
Publisher: iUniverse
Size: 38.82 MB
Format: PDF, ePub, Mobi
Category : Business & Economics
Languages : en
Pages : 108
View: 2189

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If you met your investment advisor at a party or hired him because he coaches your son’s hockey team, you may not have researched his credentials, ethics, and financial performance. Don’t be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice. Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor. Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.

The Investment Advisor Body Of Knowledge Test Bank PDF Download

The Investment Advisor Body of Knowledge   Test Bank PDF
Author: IMCA
Publisher: John Wiley & Sons
Size: 63.75 MB
Format: PDF, ePub, Mobi
Category : Business & Economics
Languages : en
Pages : 1152
View: 5361

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The complete body of knowledge for CIMA candidates and professionals The 2015 Certified Investment Management Analyst Body of Knowledge + Test Bank will help any financial advisor prepare for and pass the CIMA exam, and includes key information and preparation for those preparing to take the test. CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant. Having the CIMA designation has led to more satisfied careers, better compensation, and management of more assets for higher-net-worth clients than other advisors. The book is laid out based on the six domains covered on the exam: I. Governance II. Fundamentals (statistics, finance, economics) III. Portfolio Performance and Risk Measurements IV. Traditional and Alternative Investments V. Portfolio Theory and Behavioral Finance VI. Investment Consulting Process

Wiley Series 65 Exam Review 2016 Test Bank PDF Download

Wiley Series 65 Exam Review 2016   Test Bank PDF
Author: Securities Institute of America
Publisher: John Wiley & Sons
Size: 64.99 MB
Format: PDF, ePub, Mobi
Category : Business & Economics
Languages : en
Pages : 516
View: 3747

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The go-to guide to acing the Series 65 Exam! Consisting of 130 multiple-choice questions in the areas of ethics and legal guidelines, investment strategies, investment vehicles, and economics and analysis, the Uniform Investment Adviser Law Examination (Series 65) is designed to qualify candidates as investment adviser representatives. An indispensable resource for anyone preparing to take this tough three-hour exam, Wiley Series 65 Exam Review 2016 was created by the experts at The Securities Institute of America, Inc. It arms you with what you need to score high and pass the Series 65 Exam on your first try. Designed to let you build and fine-tune your knowledge of all areas covered in the exam and to guarantee that you're prepared mentally and strategically to take the test, it features: Dozens of examples Assorted practice questions for each subject area covered in the exam Priceless test-taking tips and strategies Helpful hints on how to study for the test, manage stress, and stay focused Wiley Series 65 Exam Review 2016 is your ticket to passing the Uniform Investment Adviser Law Examination—with flying colors!