Aim To establish: A Core Competence Framework and, An Educational Competence Assessment tool for the €uropean Financial Advisor.

Objectives

• To specify the core competences for the €uropean Financial Advisor,
• To create an interactive Educational Competence Assessment tool,
• To develop a self-sustaining implementation strategy for the new full competence qualification,
• To valorise the products by means of a conference and dissemination.