EFPA GfK SURVEY ON THE ROLE OF THE FINANCIAL ADVISOR TODAY

2017/06/23

GFK SURVEY FOR EFPA ON THE ROLE OF THE FINANCIAL ADVISOR TODAY
(in memory of Aldo Varenna)

Dear colleagues,

We would like to encourage you to take some time and participate on our European survey managed by GfK on behalf of EFPA, please click the link below:


EFPA-GfK QUESTIONNAIRE link


Your answers will enormously contribute to create the picture of the current situation of financial advisors and planners before MiFID 2 implementation. We strongly value your opinion, especially in times like these, where our profession is in a crucial point, deserving the focus of the financial services authorities.

We would also like to give special thanks to the FECIF affiliates. Your contribution is most than welcomed. The bigger the number of participants, the more accurate the survey will be.

The survey is conducted both on EFPA certified financial consultants and on non-certified, to provide a broader and diversified basis.

The results of the research will be presented at the EPFA Italia Meeting 2017, which will be held on October 12 and 13 at the Palazzo del Cinema, Lido in Venice.

Thanks for your collaboration,

Josep Soler-Albertí
EFPA Chairman