Financial Advisor Exam Basic Manual – Complete Exam Syllabus – 56

The figure of the Financial Advisor It is a point of reference for those who, looking for solutions in line with their needs, intend to best plan the use of their savings.

The Financial Advisor is required, in fact, to provide his assistance at every stage of the relationship, evaluating, for example, the client's risk propensity and, once the investment has been made, monitoring the performance of the same and the possibilities of achieving the pre-established objectives.

It is clear, therefore, that, to access the profession, the requirements necessary for registration in the appropriate single register are certified by the OCF (the Supervisory and Register-keeping Body) on the basis of rigorous criteria which take into account previous professional experience (documentable) or a evaluation test to pass which requires careful and scrupulous study.

This Financial Advisor's manual, specifically designed for those who will have to take the evaluation test, comprehensively addresses the subjects required by the exam announcement and the related contents indicated in the taxonomies .

At the end of each chapter there is a short test for verification with open-ended quiz. Furthermore, in addition to the manual for the exam of Financial Advisor 2025, accessible via the QR Code placed at the bottom of the book, the simulation software of the evaluation test with the OCF official quizzes .