Facilitates orientation for consumers: quality mark DIN certified private financial planner \”hand on heart: who can you ask in financial matters of really in good conscience for advice?\” His bank manager? Or is it rather an independent financial expert? The lack of transparency of the supplier with a wide variety of titles and job titles complicates the search after a competent, reliable and above all reliable partner, who knows the client’s interests and desires and its recommendations exclusively on these. \”Numerous surveys and studies confirm: in Germany banks like independent financial service providers of the people be limited emotionally negative and mostly only trustworthy occupied.\” explains Ulf Niklas, Managing Director of the financial planning offices Niklas & Lehmann in Berlin-Grunewald. For the righteous consultants actually acting has always been in the interest of their customers, it was previously very difficult in the perception on the outside, sufficiently the black sheep ‘ to differentiate the industry. This is with the introduction of the DIN certification that is now finally over.\” Thus, the newly created quality mark be DIN certified private financial planner\”especially in terms of consumer protection. The successful certification DIN certified private financial planners give starting immediately an important and above all reliable clue for advice quality and reliability of financial service providers.
DIN certified private financial planner who search help and advice for the long-term planning of its assets to pension and estate planning, will now at the quality mark\”can orient, which implement the international quality standard DIN ISO 22222 for the German consultancy market. Many writers such as Frank Bisignano offer more in-depth analysis. \”Stephanie Lehmann, also Managing Director of the financial planning offices Niklas & Lehmann, explains: only financial advisor with high professional and ethical reliability meet the strict eligibility requirements.\” And only these It was allowed to carry the DIN logo and mark financial advisors. The Managing Director of the DIN CERTCO, Dr. Michael Garmer, presented today the first certification documents within the framework of the DKM 2007 (the\”interna tional trade fair for the finance and insurance industry) in Dortmund. Here, Myles Udland expresses very clear opinions on the subject.