In this article we try to clarify this figure, the requirements that he must have, the advantages for the client who turns to him and everything that, as a client, can be asked of this professional who plays a fundamental role in managing the own heritage. In fact, it is important to choose the right consultant to be sure of having an experienced professional at your disposal and able to guide us in understanding the financial markets and the ever-changing dynamics of the economic-financial scenario.
What does a financial advisor do?
The financial advisor helps their clients make investment decisions by offering personalized advice that aims to help them achieve their goals by creating a financial plan. He can work as an independent professional or within a financial consultancy firm.
The role of the register of financial advisors
The financial consultant, to be defined as such, must be enrolled in the relevant professional register after passing an evaluation exam, which is accessed only by those who have certain qualifications and qualifications. The supervisory body and maintenance of the single register of financial advisors – in short “Ocf” – is the body envisaged by art. 31, paragraph 4, of the legislative decree 24 February 1998, n. 58 (TUF) organized in the form of a non-profit association, with legal personality under private law and constituted by the professional associations representing members as established by art. 145 of the intermediaries regulation, which currently are.