It all started in 2016, when there was a name change from Financial promoter (sellers of financial products on behalf of banks and sales networks) a Financial advisor authorized for off-site offers.
Who Salvatore Gaziano (Head of Investment Strategies at SoldiExpert SCF) explains the different types well Financial advisors operating in ours Village.
Edufin Committee
“For private entities, conflicts of interest must be avoided. Those who offer financial education must not sell the products"
This he declared (and never misses an opportunity to reiterate it) the Professor Donato Masciandaro in one of the first interviews given by the Director of the Committee for the planning and coordination of financial education activities.
The Committee for the planning and coordination of financial education activities, established in 2017, has the aim of promoting and coordinating initiatives useful to raise financial knowledge and skills among the population, insurance and social security and improve everyone's ability to make choices consistent with their own objectives and conditions.
The Committee is made up of eleven members appointed by the Minister of Economy and Finance in agreement with the Minister of Education, of university and research between personalities with proven skills and experience in the sector.
Anasf
Last March (19, 20 and 21) was held at Rome the annual meeting of financial advisors Consultancy, the event created by Anasf (National Association of Financial Advisors) for savings professionals.
Among the many events, the one dedicated to financial education was interesting "You are not born learned” moderated by the Journalist Sergio Luciano.
Among the participants at the round table was the vice-president of Anasf Dr. Alma Foti, which, in the face of increasingly demonstrated and continuous training activity carried out by 2009 by their associates/volunteer trainers in schools he wondered why there was no space for the Anasf in the aforementioned Edufin Committee.
Given the recent entry into force of the Capital Law which provides for the introduction of financial education into school curricula, the debate is open:
Former financial promoters will be able to continue to propose financial education initiatives in schools?
Alex Gaetani
Which guidelines of the Edufin Committee for the development of financial education skills in schools.
Who operational indications for teaching financial education