Why am I an EFA, what benefits are there for my clients and for me?
I perceive the profession of the financial adviser mainly as a quality service. And if I want to provide this, I have to work on myself. I see in certificate EFA another step in professionalization.
There are a lot of financial advisers in Czech Republic but only a few of them really act like financial advisers. There is no law which regulates who can work as a financial adviser and who can’t. EFA can help with this. Holders must show their knowledge and follow the Code of Ethics.
I am convinced that the EFPA certificate is an excellent tool how to bring back financial advisory profession a good name which it deserves.
If you see future in financial advisory services, your natural and obvious answer should be: “get an EFPA certificate”.