FPSB Europe Position: Consumer Protection and Investment Adviser, Financial Adviser and Financial Planner Competency and Oversight in Europe (2018)

This FPSB Europe position paper outlines recommendations to strengthen consumer protection and professional standards in financial advice and financial planning across Europe. It calls for client-first obligations, clearer oversight of financial planners, and recognition of high competency standards to help consumers access trustworthy, high-quality financial advice.