Financial Planning in der Praxis

With more than thirty financial planning practitioners contributing, this German-language reference covers private financial planning from strategic concept down to day-to-day advisory process. The standout feature is a market overview of financial planning software — a genuinely useful addition that saved advisors considerable research time in 2006. The breadth of contributor expertise is also a real strength, bringing bank, consulting, and independent advisory perspectives under one cover. The trade-off with any multi-author volume is uneven depth across chapters, and that is true here. The software section is now substantially outdated, and the book remains inaccessible to readers outside German-speaking markets. For German-speaking wealth management professionals revisiting foundational frameworks, it still has reference value.