Avda. Josep Tarradellas no. 123-127, 2nd Floor.
08029 Barcelona, Spain
Tel.: +34 933 173 498
Josep Soler Albertí EFPA AISBL Chairman
1990 - today. CEO, Institut d’Estudis Financers (IEF).
2000 - today. Chairman and founder, European Financial Planning Association (EFPA).
2000 - today. Treasurer / Board Director / Executive Director, EFPA España.
2015 - today. Consultative Member, ESMA.
1995 - today. Private Financial Advisor.
2007 - today. Board director (independent), Trea Capital Partners SV & Mediolanum Gestión SGIIC&Mediolanum Pensiones SGFPAdvice, control and external judgment of company activities.
2000 - 2003. Chairman of the Board, EBTN (European Bank Training Network).
1987 - 1994. General Manager, Databolsa S.A..
1990 - 1994. Commercial Manager, Barcelona Stock Exchange.
1986 - 1987. Senior Auditor, European Commission.
1983 - 1986. Senior Commercial Consultant, U.S. Dept. of Commerce.
EDUCATION AND TRAINING
2016. Real World Risk Certificate, Real World Risk Institute, LLC.
2001. EFPA European Financial Advisor, EFA.
1979 - 1980. Research Diploma, Accounting and Finance. London School of Economics (LSE).
1973 - 1979. Graduate (B.Sc.) and MBA, Business Administration. ESADE.
1974 - 1980. Graduate (B.Sc.), Economics. University of Barcelona.