id: ru2547

Initiation of CFA activities

Initiation of CFA activities

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Original Italian text translated into English

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Original Italian text translated into English

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Description

I am Andrea, a guy who at 36 dreams of changing his life, of getting out of the pattern of getting up early - working 10 hours locked in an office without seeing the sun outside - coming home tired at night. I started studying, graduated, attended a master's degree for advisors and then passed the OCF assessment test to become an independent financial advisor.

Between private school (while I was working), a master's degree and various trainings, I spent 17000€ (almost my net annual income).

Now to complete this dream I need more money that I don't have, I am one step away but I still have to incur the following expenses:

-1200€ opening VAT number

-€1464 written report to be sent to the Italian single register OCF

-600€ compulsory liability insurance to operate

-€500 registration on the register

-168€ government tax

-€2440 operating software for managing contracts, mifid and client portfolios.

In practice I still have to shell out 6372€ without being able to start working (waiting for the qualification by the Organismo Consulenti Finanziari, usually 3/4 months).

I ask for support, even a small one, not to abandon this dream of mine.

Thank you

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