Description
Retire Like a Pro
Condition: Pre-owned; Very Good (VG)
Author: Anton Swanepoel
Format: Paperback
ISBN: 978-0-620-31238-7
With the introduction of the financial advisory and intermediary services act we enter a new era in the financial services industry. Financial advisors are challenged with an obligation to empower their clients to make well-informed decisions in an environment that requires high level of professional advice in every field of financial planning. Retire like a pro offers guidelines for advisors and investors in the new legislative environment. These guidelines should protect both parties where investment advice is required as it offers a common framework and a step-by-step process to confirm and measured an investor’s level of understanding of important fundamentals.
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