Description: The Investment World 101 by David Carlor David Carlor provides a strong introduction to the investment world, in a language many can understand. In The Investment World 101: Your Handbook, he presents a knowledge base collected and groomed over a 15+ year career in the Financial Services Industry. In an easy-to-understand format, Carlor walks the reader through the educational process up to the point an investor is ready to select investments to include in their portfolio. The Handbook discusses key concepts, such as risk tolerance, time horizon, managing to specific goals, expected returns, risk vs reward and much more. The Investment World 101 will prepare you to comfortably sit across from a prospective client, or an investment professional. The Investment World 101 is sure to become a valuable part of your book collection and a point of many references. David Carlor is Founder of MoneyTalk Workshops, providing Wealth Management education to audiences in academia, as well as employer wellness programs. David has a diverse background spanning the full suite of financial services offerings, as well as Philanthropy Management. Over the last 15+ years, David has served the clients of Mega firms like General Electric Capital, Toronto Dominion Bank, Morgan Stanley Smith Barney, and Bank of America Merrill Lynch. Over this time period David obtained numerous industry licenses and certifications, but his most treasured quality is his ability to connect with every type of client and audience that he engages. FORMAT Paperback LANGUAGE English CONDITION Brand New Details ISBN1979225206 Author David Carlor Short Title The Investment World 101 Language English Year 2017 ISBN-10 1979225206 ISBN-13 9781979225205 Format Paperback Publication Date 2017-11-25 Subtitle Your Handbook Pages 46 Publisher Createspace Independent Publishing Platform Imprint Createspace Independent Publishing Platform Audience General We've got this At The Nile, if you're looking for it, we've got it. With fast shipping, low prices, friendly service and well over a million items - you're bound to find what you want, at a price you'll love! TheNile_Item_ID:131829845;
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Location: Melbourne
End Time: 2025-01-03T03:26:34.000Z
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Format: Paperback
Language: English
ISBN-13: 9781979225205
Author: David Carlor
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Book Title: The Investment World 101