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Italian Association of Investment Consultants

22 April 2010

The Italian Association of Investment Consultants (Assoconsulenza) - was established in December 1996 in close collaboration and with the approval of the economic ministries, supervisory authorities of securities markets, financial operators and academic institutions and research, not has a profit, you can join both the individuals that legal persons having the necessary requirements of integrity and professionalism.


  • Internal Activities:
    • publication of a newsletter communication to members;
    • regular meetings between members;
    • establishing a commission to study and research on organizational issues;
    • refresher courses and technical skills.
  • External Activities:
    • publishing;
    • educational activity;
    • ethical investments and standards of professional conduct;
    • quantitative methods and mathematical-statistical analysis;
    • political economy and economic policy;
    • accounting, budgets and financial analysis;
    • instruments and financial markets (domestic and global);
    • theory of valuation of investments;
    • analysis of investment or debt securities;
    • equity investment analysis;
    • analysis or other investment instruments (derivatives, commodities, real estate ...);
    • corporate planning, investment and taxation (national and international)
  • International Activities:
    • Twinning and partnership working with similar groups and / or international institutions present in major financial markets with particular reference to the following geographical areas: United States, Britain, France, Germany, Switzerland, Sweden, Norway, South Africa, Japan.
    • direct participation in committees for study and research promoted by organizations and / or international institutions on operational aspects, economic, legal and vocational training;
    • organization of international conferences which time a meeting of operators affiliated to various institutions and / or associations for the discussion of issues of common interest to business meetings and development of coordinated initiatives.


  • Regulate, facilitate and develop the practice as an investment advisor;
  • Treat skills and raise awareness among the public of the profession and the role of investment advisor;
  • Institutionalize and shape the profession of investment consultant through the establishment of a special order and roll professional self-regulation;
  • Promote the study and analysis of the securities market, its instruments, its laws, its functions and implications;
  • Represent the interests of members at the institutional and legislative;
  • Contribute to the development of good, popular and efficient financial literacy in the country;
  • Conduct research, training, support, conferences, publishing, cultural, social, within the professional sector;
  • Facilitating the exchange, knowledge and personal and professional relationships among partners;
  • Become a focal point of reference super-partes in analysis, certifications, assessments, rating against companies, individuals, institutions, public administrations.



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