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Dieses Buch hilft Mitarbeiterinnen und Mitarbeitern in Banken und Sparkassen beim Erwerb umfassender und zielgerichteter Kenntnisse, die für eine Beratungstätigkeit auf hohem Qualitätsniveau erforderlich sind. Dazu zeigt es die steuerlichen, rechtlichen und zukünftigen Entwicklungen der Anlageberatung am Finanzplatz Deutschland auf, erhellt Hintergründe, gibt zielführende Ideen für qualifizierte Beratungsgespräche und macht auf sich bereits abzeichnende Trends aufmerksam. Zahlreiche Fallbeispiele und Beratungshinweise zeigen Lösungswege für die tägliche Praxis. Das Buch bietet damit eine wertvolle Orientierung in einem hochkomplexen Themengebiet und berücksichtigt die Anforderungen an die Sachkunde des Mitarbeiters in der Anlageberatung nach der WpHG-Mitarbeiteranzeigeverordnung (WpHGMaAnzV) 2018. Der Inhalt • Aktuelle Situation des Bankensektors und die Auswirkungen auf die Anlageberatung • Steuern in der Anlageberatung • Recht in der Anlageberatung • Perspektiven und Trends in der Anlageberatung • Zusammenfassend Ergebnisse und Denkanstöße für die Anlageberatung Der Autor Hans Nickel leitet das Institut für Europäischen Vermögensmanagement in Rheinbach bei Bonn. Das Institut konzentriert sich auf die Weiterbildung in Kreditinstituten in den Bereichen Anlageberatung, Finanzportfolioverwaltung, Private Banking und Financial Planning. Herr Nickel ist seit vielen Jahren Lehrbeauftragter des PFI Private Finance Institute der EBS Business School in Oestrich-Winkel mit den Schwerpunktfächern deutsches sowie europäisches Steuer- und Kapitalmarktrecht sowie Trends im Finanzdienstleistungsbereich. Darüber hinaus ist er an vielen Sparkassenakademien als Dozent tätig.
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This book provides comprehensive analysis and descriptions of China’s ageing finance system .China is undergoing the larges, fastest and longest process of population ageing in the world. It becomes a pressing challenge to Chinese social security system in this era. Many developed countries have been going through this process. Pension and other financial tools have been studied and practiced for decades. China now is developing its own ageing finance systems by learning from other countries’ experiences and making innovations to suit the country’s request. Finance, a field that deals with the study of investments and the science of money management, is the most important tool to manage this situation. And hence Ageing finance has been developed into an independent area for research and practice. It helps the country adapt to new elderly support systems which is the necessary result from China’s admirable economic development and changes in population structure. Ageing finance is the sum of financial activities centered on various social need of providing for the aged and serving for their society. It includes pension finance,old age wealth management service and finance of ageing industry. Chinese government and people are facing a very unique situation as our population structure is deeply changed by the One Child Policy since last 70s. The slope of ageing curve is sharper than most countries yet it has achieved the most successful economic development in the world during the same period. As China is developing old aged social security system, academic researchers, financial practitioners and policy makers world-wide are most interested in this process and look forward to new theories, innovations and lessons raised from it.
Population aging --- Economic aspects --- Personal finance. --- Finance, Public. --- Welfare economics. --- Personal Finance/Wealth Management/Pension Planning. --- Public Finance. --- Social Choice/Welfare Economics/Public Choice/Political Economy. --- Economic policy --- Economics --- Social policy --- Cameralistics --- Public finance --- Currency question --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Planning --- Public finances
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The book offers crucial advice in helping entrepreneurs and their families find or found a family office that fits their goals. The authors survey the key considerations in this process, including: What are the different models for family offices, and what are their respective benefits? What costs can be expected from a family office, and how much wealth must be under management to justify them? What are the role and responsibilities of the Family Officer and his staff? Which are best practices for family governance, succession planning, and philanthropy at a family office? These insights are then supplemented by a wide-ranging set of interviews with family members, family officers and consultants from around the world. Both family office professionals and families themselves will benefit from this thorough but highly approachable examination. The author team of Boris Canessa, Jens Escher, Alexander Koeberle-Schmid, Peter Preller and Christoph Weber are each experts in a specific field related to the family office. They apply their professional and personal knowledge as family office specialists to provide details on organization of the family office, governance structures, asset allocation, succession and family governance planning and more.
Wealth --- Families --- Saving and investment. --- Management. --- Finance, Personal. --- Personal finance. --- Business enterprises-Finance. --- Leadership. --- Personal Finance/Wealth Management/Pension Planning. --- Business Finance. --- Business Strategy/Leadership. --- Ability --- Command of troops --- Followership --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Planning --- Pension plans. --- Business enterprises—Finance.
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Since the financial crisis, everyone is more aware of the need to be financially literate. This book covers a wide range of topics and assures the reader that understanding of one’s money script and more particularly making changes (if necessary) would result in more effective and responsible managing and handling of one’s financial affairs. It is a misnomer that graduates of tertiary education are financially literate or are qualified to make financial decisions. In fact, they are particularly vulnerable in making poor financial decisions as many students do not undertake courses in financial education and they therefore have limited financial knowledge. Training in financial literacy through university-based financial education programs is one method of addressing personal finances and financial stress among students. This book presents the key components of financial education designed to address the growing concerns associated with high levels of debt, abuse of credit cards, home ownership, savings and investments, risk management, and retirement. The chapters on entrepreneurship and business planning provide a roadmap for successful new ventures. The book is an excellent resource for students, those interested in developing or enhancing their understanding of money matters and financial wellbeing, and trainers involved in financial education, counseling, and planning.
Financial literacy. --- Finance. --- Investment banking. --- Securities. --- Investments and Securities. --- Personal Finance/Wealth Management/Pension Planning. --- Capability, Financial (Financial literacy) --- Financial capability (Financial literacy) --- Literacy, Financial --- Life skills --- Finance, Personal --- Personal finance. --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Blue sky laws --- Capitalization (Finance) --- Investment securities --- Portfolio --- Scrip --- Securities --- Securities law --- Underwriting --- Investments --- Investment banking --- Banks and banking, Investment --- Investment banks --- Financial institutions --- Planning --- Law and legislation --- Pension plans.
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This book covers the latest advances in the theory and practice of public investment management. It includes the most up-to-date developments in the implementation of public asset management – including multiple contributions on portfolio allocation in varying interest-rate and credit-risk environments. Other highlights include implementation, performance attribution and governance issues surrounding reserves management, portfolio construction techniques appropriate for public investors and an in-depth discussion of the challenges to achieving international diversification.
Investment of public funds. --- Public funds, Investment of --- Finance, Public --- Investments --- Legal investments --- Public investments --- Investment banking. --- Securities. --- Personal finance. --- Investments and Securities. --- Personal Finance/Wealth Management/Pension Planning. --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Blue sky laws --- Capitalization (Finance) --- Investment securities --- Portfolio --- Scrip --- Securities --- Securities law --- Underwriting --- Investment banking --- Banks and banking, Investment --- Investment banks --- Financial institutions --- Planning --- Law and legislation --- Pension plans.
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Deal with data, build up financial formulas in code from scratch, and evaluate and think about money in your day-to-day life. This book is about Python and personal finance and how you can effectively mix the two together. In Personal Finance with Python you will learn Python and finance at the same time by creating a profit calculator, a currency converter, an amortization schedule, a budget, a portfolio rebalancer, and a purchase forecaster. Many of the examples use pandas, the main data manipulation tool in Python. Each chapter is hands-on, self-contained, and motivated by fun and interesting examples. Although this book assumes a minimal familiarity with programming and the Python language, if you don't have any, don't worry. Everything is built up piece-by-piece and the first chapters are conducted at a relaxed pace. You'll need Python 3.6 (or above) and all of the setup details are included. You will: • Work with data in pandas • Calculate Net Present Value and Internal Rate Return • Query a third-party API with Requests • Manage secrets • Build efficient loops • Parse English sentences with Recurrent • Work with the YAML file format • Fetch stock quotes and use Prophet to forecast the future.
Computer science. --- Programming languages (Electronic computers). --- Computer Science. --- Python. --- Personal Finance/Wealth Management/Pension Planning. --- Programming Languages, Compilers, Interpreters. --- Computer languages --- Computer program languages --- Computer programming languages --- Machine language --- Electronic data processing --- Languages, Artificial --- Informatics --- Science --- Finance, Personal --- Computer programs. --- Python (Computer program language). --- Personal finance. --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Scripting languages (Computer science) --- Planning --- Pension plans.
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This compelling book examines the price-based revolution in investing, showing how research over recent decades has reinvented technical analysis. The authors discuss the major groups of price-based strategies, considering their theoretical motivation, individual and combined implementation, and back-tested results when applied to investment across country stock markets. Containing a comprehensive sample of performance data, taken from 24 major developed markets around the world and ranging over the last 25 years, the authors construct practical portfolios and display their performance—ensuring the book is not only academically rigorous, but practically applicable too. This is a highly useful volume that will be of relevance to researchers and students working in the field of price-based investing, as well as individual investors, fund pickers, market analysts, fund managers, pension fund consultants, hedge fund portfolio managers, endowment chief investment officers, futures traders, and family office investors.
Investments. --- Technical analysis (Investment analysis) --- Investment analysis --- Investing --- Investment management --- Portfolio --- Finance --- Disinvestment --- Loans --- Saving and investment --- Speculation --- Investment banking. --- Securities. --- Personal finance. --- Investments and Securities. --- Personal Finance/Wealth Management/Pension Planning. --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Financial literacy --- Blue sky laws --- Capitalization (Finance) --- Investment securities --- Scrip --- Securities --- Securities law --- Underwriting --- Investments --- Investment banking --- Banks and banking, Investment --- Investment banks --- Financial institutions --- Planning --- Law and legislation --- Pension plans.
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Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.
Finance, Personal. --- Executives --- Businesspeople --- Business people --- Business persons --- Businesspersons --- Entrepreneurs --- Professional employees --- Business executives --- Company officers --- Corporate officers --- Corporation executives --- Managers --- Management --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Planning --- Personal finance. --- Bank marketing. --- Personal Finance/Wealth Management/Pension Planning. --- Financial Services. --- Banks and banking --- Marketing of bank services --- Marketing of banking services --- Marketing --- Pension plans.
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This book analyzes the highly contentious payday lending industry, presenting valuable new data collected during Canada's recent regulatory reviews and demonstrating its relevance to payday lending conversations taking place worldwide. The authors treat the industry with a balanced hand by establishing its importance as an example of financialization and acknowledging the complex impact of payday lending services on low-income and credit-constrained clients. Up-to-date data from an interdisciplinary mix of financial, econometric, legal, behavioral economic, and socioeconomic sources—all in the context of an established Canadian industry—provide both proponents and opponents of payday lending with valuable evidence for their discussions of how much regulation is required to minimize harmful consequences. These insights from Canada expand a US-centric conversation and provide a key resource for the growing list of countries in which the industry is present, from the UK and Poland to South Africa and Australia.
Loans. --- Moneylenders --- Payday loans --- Finance. --- Bank marketing. --- Microeconomics. --- Economic history. --- Financial Services. --- Personal Finance/Wealth Management/Pension Planning. --- Economy-wide Country Studies. --- Economic conditions --- History, Economic --- Economics --- Price theory --- Banks and banking --- Marketing of bank services --- Marketing of banking services --- Marketing --- Funding --- Funds --- Currency question --- Lenders, Money --- Money lenders --- Capitalists and financiers --- Borrowing --- Lending --- Loans for consumption --- Finance --- Credit --- Investments --- Pay check advances --- Pay day advances --- Pay day loans --- Paycheck advances --- Payday advances --- Loans, Personal --- Personal finance. --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Financial literacy --- Planning --- Pension plans.
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In light of demographic change and the growing problems of traditional old-age security systems, this book discusses two essential instruments in connection with privately providing for old-age security: (1) savings in private pension schemes and (2) building up equity for home-ownership. Further, it assesses the relationship between the two instruments and offers a unique overview of the latest market developments. In order to represent the profound differences between the individual member states of the EU, this book features six country-specific studies – covering Germany, Hungary, Ireland, Italy, the Netherlands and the United Kingdom – that provide detailed insights into the complexity of local private pension schemes, mortgage markets, and housing markets. Lastly, the book discusses public policies and fiscal incentives intended to better integrate residential property with private pensions. It will appeal to both, private households seeking to build up old-age security, as well as policy makers interested in providing secure pension schemes. .
Real estate management. --- Finance, Public. --- Public finance. --- Aging. --- Economics. --- Public Economics. --- Personal Finance/Wealth Management/Pension Planning. --- Public Finance. --- Real Estate Management. --- Financial Crises. --- Age --- Ageing --- Senescence --- Developmental biology --- Gerontology --- Longevity --- Age factors in disease --- Cameralistics --- Public finance --- Currency question --- Property management --- Apartment houses --- Housing --- Office buildings --- Real estate business --- Physiological effect --- Retirement income. --- Home ownership. --- Older people --- Economic conditions. --- Ownership of homes --- House buying --- Income --- Personal finance. --- Aging --- Financial crises. --- Research. --- Crashes, Financial --- Crises, Financial --- Financial crashes --- Financial panics --- Panics (Finance) --- Stock exchange crashes --- Stock market panics --- Crises --- Finance, Personal --- Financial management, Personal --- Financial planning, Personal --- Personal finance --- Personal financial management --- Personal financial planning --- Finance --- Financial literacy --- Planning --- Public finances --- Pension plans.
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