Was muss man als selbstständiger Vermögensberater können?
What do you need to be able to do as an independent investment advisor?
As an independent financial advisor, you should have the following knowledge:
- Financial instruments: Fixed-interest investments, shares, derivatives, etc.
- Collective investments: investment funds, structured products, etc.
- Investment advice: client analysis (risk capacity, risk appetite, investment horizon),
- Asset allocation, asset accumulation
- Duties of conduct in accordance with the Financial Services Act
