This book assists employees in banks and savings banks in acquiring comprehensive and targeted knowledge necessary for providing high-quality advisory services. It outlines the tax, legal, and future developments in investment consulting within the German financial market, sheds light on the background, offers practical ideas for qualified advisory conversations, and highlights emerging trends. Numerous case studies and advisory tips present solutions for everyday practice. Thus, the book provides valuable guidance in a highly complex subject area and takes into account the requirements for the expertise of employees in investment consulting according to the WpHG Employee Notification Regulation.