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Zukunftsperspektiven im Financial Planning

Zukunftsperspektiven im Financial Planning


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About the Book

Inhaltsangabe: Einleitung: Das Geschäft mit vermögenden Privatkunden ist ein Marktsegment mit beträchtlichen Wachstumschancen. Innerhalb der Jahre 2000 bis 2005 erwartet man zum Beispiel ein Wachstum des Privatvermögens der „Reichen" (d.h. Personen mit mehr als einer Million US-Dollar liquidem Vermögen) in Westeuropa um 7,84 % p.a. von 7,2 auf 10,5 Billionen US-Dollar. Anbieter von Finanzdienstleistungen möchten die daraus resultierenden Chancen nutzen und ihr Angebot entsprechend ausrichten. Immer häufiger tritt dabei der Begriff Financial Planning in Erscheinung, jedoch verbirgt sich dahinter eine Fülle von qualitativ unterschiedlichen Dienstleistungen. Ziel dieser Arbeit ist daher die Darstellung des Financial Planning auf dem deutschen Markt. Ferner erfolgt eine Ermittlungen der zukünftigen Anforderungen an Anbieter, die in diesem Segment erfolgreich sein möchten. Die dazu durchgeführte Befragung von Finanzplanern liefert aufschlussreiche Ergebnisse, die graphisch, tabellarisch und verbal im Anhang dargestellt sind. Gang der Untersuchung: Die Arbeit ist in fünf Teile untergliedert. Eine Einleitung stellt den ersten Teil dar. Im Rahmen des zweiten Kapitels erfolgt eine Charakterisierung des Financial Planning, die die Finanzdienstleistung sowie deren Anbieter- und Nachfragerstruktur vorstellt. Es beinhaltet ferner eine selbst verfasste Definition des Financial Planning, die für die gesamte Arbeit gültig sein soll. Anschließend wird im dritten Teil die durchgeführte empirische Untersuchung mit einem Überblick über ihr Ergebnis dargestellt. Die Erkenntnisse werden dem vierten Kapitel zugrunde gelegt, in dem Qualitätsmerkmale des Financial Planning thematisiert sind. Aus der prognostizierten anbieter- sowie nachfragerseitigen Entwicklung des Financial Planning werden Erfolgspotenzial und Handlungsbedarf für Anbieter des deutschen Marktes abgeleitet. Die Arbeit schließt mit Teil fünf, einer thesenartigen Zusammenfassung der Ergebnisse. Inhaltsverzeichnis: Inhal


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Product Details
  • ISBN-13: 9783838656175
  • Publisher: Diplom.de
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Spine Width: 8 mm
  • Weight: 227 gr
  • ISBN-10: 3838656172
  • Publisher Date: 14 Jul 2002
  • Height: 210 mm
  • No of Pages: 128
  • Series Title: German
  • Sub Title: Handlungsbedarf und Erfolgsfaktoren für Anbieter der Beratungsdienstleistung in Deutschland
  • Width: 148 mm


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