Better Finance / BEUC / the Observatoire de l’Epargne Européenne (OEE)

 Financial Guidance

Tuesday, 13 June 2017

 15:00 - 19:00


The Royal Library Meeting Center

Mont des Arts / Boulevard de l'Empereur 2

B-1000 Brussels

Financial guidance is a process of determining an individual's financial goals, purposes in life and life's priorities, and after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals.

Financial guidance provides a detailed strategy tailored to a consumer’s specific situation, for meeting a consumer’s specific goals covering various aspects of personal finance which includes cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and succession planning but excludes the recommendation to purchase a particular financial product.

Representatives of the supervisory authorities (FSMA), the European Commission, financial and consumer organizations will discuss the results of a study on access to comprehensive financial guidance for consumers and debate on the conditions needed for financial guidance during a roundtable.

Financial Guidance Seminar program

Study on access to comprehensive financial guidance for consumers

FSUG paper and recommendations on financial guidance

Anne Fily's presentation

Christian Ahlers' presentation

Sébastien Clerc-Renaud's presentation

Pascale Micouleau-Marcel's presentation

Jean-Paul Servais' presentation