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FINANCIAL REVIEW IN ACCORDANCE WITH THE 77230 STANDARD OF THE GERMAN INSTITUTE FOR FINANCIAL STANDARDIZATION

Use the advantages of certified consulting advice in accordance with the DIN 77230 standard

By using the transparent DIN standards, we show you in a comprehensible way the financial topics important for you with clear recommendations.

  • On this basis, you can decide for which topics you would like to receive a consultation advice
  • The label of the German Institute for Financial Standardization (DEFINO) gives you assurance that the German Institute for Financial Standardization (DEFINO) has inspected the working methods of the financial consultant and the analytics software used by him/her regarding their compliance with the DIN standards (in particular DIN 77230: "Basic financial analysis for private households")
  • Take advantage of the reliability and transparency of a specialist certified by the German Institute for Financial Standardization (DEFINO) – because the German Institute for Financial Standardization is a guarantee for greater security in financial consulting.
How the organization and ranking of priorities proceed?

The DIN 77230 standard has been developed in the course of 4 years by experts in consumer protection, finance and science and was published in January 2019.

The DIN standard is the reliable standard for objective, reproducible, complete financial analysis. The standard takes care by prioritizing (ranking) your individual financial topics and by assigning approximate guidance values for a clear overview of your finances.

The analysis provides a transparent basis for consultation in the search for tailor-made solutions on topics that the customers consider important.