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What is financial coaching?

Coaching is the practice of certain methods and techniques, by which the coach helps to achieve the client’s objectives. Coaching has very ancient origins, and is based on the guidance of a professional, to achieve the personal development of the person who hires his services. In the case of financial …

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HALLOWEEN AND CENTRAL BANKS

  Who said that Halloween comes exclusively from Celtic culture? And that zombies are pure fiction? Well, no! Central banks and the monetary policy of the last decade are also responsible for the fact that there are zombies among us… Lots of zombies! And I must admit that they scare me. Let me explain so …

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WHAT ARE THE DIFFERENCES BETWEEN A FINANCIAL ADVISOR AND A FINANCIAL COACH?

Afinancial advisoris a professional who helps to manage the economy of a person or company by performing an exhaustive analysis of their income, assets and also needs taking into account past, present and future moments. A financial advisor will help you discover both financial needs and opportunities. On the other hand, coaching is a dynamic …

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What is financial coaching?

Coaching is the practice of certain methods and techniques, by which the coach helps to achieve the client’s objectives. Coaching has very ancient origins, and is based on the guidance of a professional, to achieve the personal development of the person who hires his services. In the case of financial coaching, the aim is to …

What is financial coaching? Read More »

The CNMV publishes Technical Guide 1/2020, on the procedures and criteria to be followed by SGIICs to select intermediaries and counterparties involved in the execution of transactions.

This technical guide has been approved by the CNMV on 3 February 2020, whose criteria will be taken into account in its future supervisory actions. The criteria highlighted by the CNMV derive from its supervisory experience. 1.- SCOPE OF APPLICATION The Guide refers to the operations carried out bythe SGIICs forthe CIIs and other client …

The CNMV publishes Technical Guide 1/2020, on the procedures and criteria to be followed by SGIICs to select intermediaries and counterparties involved in the execution of transactions. Read More »