Retire Like a Pro (Paperback)

Retire Like a Pro

Condition: ; 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.