As a professional association for all qualified financial planners and consultants, the FPVS pursues the following objectives:
1st quality seal position and establish
The FPVS pursues the positioning of the profession of financial planning as a seal of quality, customer orientation and professionalism. Customers should be able to recognise this quality mark and rely on it.
2nd promote and ensure training and further education
One of the main tasks of the association is to promote and ensure a high level of know-how among its members. Training offers are created and examined. Members have the possibility to confirm their further education with SFPO licences and to certify the permanent further education (credits system).
3rd platform for exchange and development
The FPVS serves its members as a platform for their concerns, for ongoing knowledge transfer, exchange of experience and as a network basis.