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Cert. Investment Advisor FIDLEG

Cert. Investment Advisor FIDLEG

Provider: AcadeMe

Price
CHF 360
Level
Intermediate level
Accomplishment
Certificate
Language
Deutsch

About

Description

The course Cert. Vermögensberater FIDLEG is aimed at employees who work for financial services companies in customer consulting or customer support and would like to apply all investment topics.

Professions

Wealth Manager Retirement Planner Portfolio Manager Investment Specialist Investment Advisor Insurance Advisor Financial Planner Financial Consultant Financial Analyst Customer Support Representative Client Advisor

Tags

Tax avoidance Financial plan Valuation (finance) Customer relationship management Customer service Financial statement Market research Portfolio manager Regulatory compliance Wealth management Risk assessment Financial adviser Investment strategy Asset allocation

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