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Requirements relating to the professional competence of financial investment advisers, the updating of their knowledge, and reporting to the AMF on their activity and that of associations
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From 23 October 2018 to 04 May 2020 | Instruction DOC-2013-07
This page is not available in English
From 26 January 2015 to 22 October 2018 | Instruction DOC-2013-07
This instruction specifies the competence rules that persons wishing to acquire the status of financial investment adviser must satisfy (qualification, training or experience), the minimum requirements for themes to be addressed in training sessions to update their knowledge, and the information to be provided to the AMF by associations of financial investment advisers.
Reference texts
From 24 April 2013 to 25 January 2015 | Instruction DOC-2013-07
This instruction specifies the competence rules that persons wishing to acquire the status of financial investment adviser must satisfy (qualification, training or experience), the minimum requirements for themes to be addressed in training sessions to update their knowledge, and the information to be provided to the AMF by associations of financial investment advisers.
Reference texts
Head of publications: The Executive Director of AMF Communication Directorate. Contact: Communication Directorate – Autorité des marches financiers 17 place de la Bourse – 75082 Paris cedex 02