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PRESENTATION FLOW

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS. PRESENTATION FLOW. WHAT IS CIFA

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PRESENTATION FLOW

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  1. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

  2. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS PRESENTATION FLOW • WHAT IS CIFA • PURPOSE AND OBJECTIVES • ADVANTAGES TO PARTNERS

  3. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • BORN IN 2001 AS A NON PROFIT FOUNDATION • TODAY REGROUPS 45 NATIONAL INDEPENDENT FINANCIAL ADVISORS’ ASSOCIATIONS (IFA’S) FROM 25 COUNTRIES • SPECIAL CONSULTATIVE STATUS WITH THE ECOSOC (UN) WHAT IS CIFA ?

  4. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • FEDERATE NATIONAL AND INTERNATIONAL FINANCIAL INTERMEDIARIES ASSOCIATIONS • INTERFACE WITH FINANCIAL REGULATORY BODIES AS GLOBAL REPRESENTATIVE OF THE IFA PROFESSION • PROMOTE THE CHARTER OF INVESTOR’S RIGHTS MAIN TASKS

  5. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • LAUNCH IFA BEST PRACTICE STANDARDS IN COLLABORATION WITH THE ICC; • HELP SET UP EDUCATIONAL STANDARDS FOR THE PROFESSION; • CREATE DOCUMENTARY DATA BASE FOR IFA’S; • PROMOTE COREGULATION; OBJECTIVES

  6. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • NATIONAL ASSOCIATION HAVE INSUFFICIENT INTERACTION BETWEEN THEMSELFS OR WITH INTERNATIONAL BODIES • NO HARMONISATION TO ACHIEVE COMMON GOALS ON A GLOBAL BASIS IN THE PROFESSION • IFA’S FOLLOW THE « GLOBALISATION » PROCESS TRENDS

  7. PRESENT SITUATION A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS IFAs IFA Associations

  8. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS CREATE A DIALOG AND A COMMON WILL TO IMPROVE THE FINANCIAL SERVICES SECTOR TO BENEFIT THE INVESTOR THE MISSION CIFA

  9. Partner Associations

  10. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • HOW TO STRENGTHEN IFAS’ ASSOCIATIONS PROFESSIONAL COHESION? • HOW TO FIGHT POOR BUSINESS PRACTICES ? • HOW OBTAIN OPTIMAL CONDITIONS IN THE PERFORMANCE OF THE IFA’S ASSOCIATIONS DUTIES ? • HOW TO STRENGTHEN THE INVESTOR’S TRUST IN THE IFAS ? THE QUESTIONS ARE:

  11. A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS • DEFEND THE INVESTORS RIGHTS • IMPROVE THE DIALOG BETWEEN IFAS ASSOCIATIONS • PROMOTE COREGULATION THROUGH A COMMON STRONG ORGANIZATION THE ANSWER IS …

  12. A NON –GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

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