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Financial Planning - Geschäftsidee mit Zukunft

Financial Planning - Geschäftsidee mit Zukunft


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About the Book

Die Deutsche Gesellschaft erlebt derzeit einen tief greifenden Wandel. Die immensen demografischen Verschiebungen, die anhaltende Konjunkturkrise, die immer kürzer werdenden Konjunkturzyklen und die hohe Arbeitslosigkeit - all das stellt unsere staatlichen Sozialsysteme vor Herausforderungen, denen sie immer weniger gewachsen sind. Eines wird dabei deutlich: An der Übernahme von mehr Eigenverantwortung in finanziellen Dingen durch jeden Einzelnen wird in Zukunft kein Weg vorbei führen. Eine konsequent verfolgte Finanzstrategie ist heute ohne externe neutrale Hilfe nicht mehr möglich. An wen soll sich aber ein Anleger wenden, um im "Dschungel" der Anbieter den geeigneten Produktpartner zu finden? Mit wessen Unterstützung kann er eine erfolgsversprechende Finanz Strategie entwickeln? Financial Planning könnte hierbei eine ideale Lösung bieten. Bislang gibt es nur wenig reine Financial Planning Unternehmen in Deutschland. Der Autor Franz Gröger gibt einführend einen Überblick über die Ursprünge und das Wesen von Financial Planning ebenso stellt er den Haftungs- und Rechtsrahmen, Modelle zur Preisgestaltung und die Möglichkeiten des gezielten Marketing dar. Anschließend analysiert er den derzeitigen Status Quo (Anbieter, Ausbildung etc.). Darauf basierend wird ein Muster Business Plan erstellt.
About the Author: Franz Gröger, Dipl. Betriebswirt (FH), wurde 1975 in Bad Tölz geboren. Im Anschluss an eine Ausbildung zum Industriekaufmann, absolvierte er ein Studium der Betriebswirtschaftslehre mit Schwerpunkt Controlling an der FH Regensburg und der SupdeCo La Rochelle, Frankreich. Bereits während des Studiums gründete er die auf Financial Planning spezialisierte Wirtschaftskanzlei finances & fortune ltd. mit Sitz in Birmingham und Bad Tölz. Nach dem Studium folgte zunächst eine Tätigkeit als Financial Analyst bei der Pioneer Investments Kapitalanlagegesellschaft mbH. Seit August 2008 ist Franz Gröger beim Pullacher Vermögensverwalter DJE Kapital AG für die Bereiche Risikomanagement und Controlling verantwortlich.


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Product Details
  • ISBN-13: 9783954850327
  • Publisher: Igel Verlag Gmbh
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Spine Width: 7 mm
  • Weight: 209 gr
  • ISBN-10: 395485032X
  • Publisher Date: 16 Apr 2014
  • Height: 210 mm
  • No of Pages: 124
  • Series Title: German
  • Sub Title: Ursprünge, Preisgestaltung, Marketing, Businessplan
  • Width: 148 mm


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