図書

資産形成コンサルタント : 顧客一人ひとりに応じた提案のために

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資産形成コンサルタント = Asset Building Consultant : 顧客一人ひとりに応じた提案のために

Call No. (NDL)
Y54-R121
Bibliographic ID of National Diet Library
033246784
Material type
図書
Author
日本証券アナリスト協会 編
Publisher
ときわ総合サービス
Publication date
2023.12
Material Format
Paper
Capacity, size, etc.
288p ; 21cm
NDC
338.18
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Detailed bibliographic record

Summary, etc.：

日本証券アナリスト協会が2024年よりスタートした「資産形成コンサルタント」資格の取得を目指す方のためのテキスト。金融機関において顧客から資産形成・運用に関する相談を受ける職員の方々を主な対象として、顧客との信頼関係を構築し、顧客一人ひとりのライフプラン上のゴールの設定を手助けし、その実現に資するポ...

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Paper

Material Type
図書
ISBN
978-4-88786-088-9
Title
資産形成コンサルタント : 顧客一人ひとりに応じた提案のために
Title Transcription
シサン ケイセイ コンサルタント
Author/Editor
日本証券アナリスト協会 編
Publication, Distribution, etc.
東京 : ときわ総合サービス (出版)
Publication Date
2023.12
Publication Date (W3CDTF)
2023
Extent
288p
Size
21cm