Practicing as an independent financial adviser, an obstacle course with prohibitive costs

Financial advice is a profession that is heavily regulated in the EU. There are two basic modalities to practice the profession of financial adviser, the first is through association with a financial institution and the second through the formation of a company. What leads to being a dependent or independent financial advisor respectively. This article explores the training requirements for financial advisors. It also outlines the necessary steps to practice as an independent financial advisor in the EU, which require obtaining a financial license and forming a company in a European jurisdiction.

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Master in Financial Advice and Asset Management

  • Post category:Finance

My motivation to specialize in finance is due to my interest in investment in the stock market. It is something that I have been doing for a few years and I want to expand in the personal and professional field. However, the knowledge acquired during my MBA is not enough to fully develop a career in financial advice, complementary to my professional development as a director and engineer.

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MBA Graduate

  • Post category:Management

Last February I submitted the last dissertation for my MBA at University of Bradford. Naturally it was the master thesis or Management Porject, a work that took me a solid year to accomplish. I'm specially proud of my last piece of work "VIX as Predictor Variable of Stock Market Returns", a culmination of my specialisation in finance.

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