Moment. The advisor, on the other hand, focuses on more continuous monitoring of the investment client's objectives and their own management. Characteristics of the financial advisor the main characteristics that the financial advisor must have are the following: accreditation : for the correct performance of a financial advisor, it is necessary that they not only have a high level of knowledge in the area of taxation and financial management, but also an official certification, which proves their situation. In this case, the cnmv provides a list with the certifying companies , where inesem is located.
At the disposal of the investor : another aspect to take into account is related to the constant communication between the client and the advisor, in order to be able to resolve the different queries. Trust : another characteristic to consider e commerce photo editing focuses on trust and communication, so that the evolution of the business relationship is effective. Objective in his decisions : it is important that the financial advisor be objective in his decisions, with respect to the investor, in order to be able to offer him the products that best suit his needs. Conclusion about the professional it is important to remember that the financial advisor is the person with the objective,
not to sell a financial product, but through his knowledge of the financial and tax field, he can help the investor in making more effective decisions to select a investment financial product. That is, select those that best suit the investor's situation. Apart from this, it is necessary to take into account that apart from obtaining the certification, those who provide their service as a financial advisor must have a title accredited by the cnmv and keep their knowledge updated every year, as established by the regulations. Mifid ii. From inesem, we provide you with the necessary courses for this, whether you need the certification or if you need to revalidate the knowledge