Carreras-Candi Casabó, Andrea Executive director - Spain
EFPA España (European Financial Planning Association)
Managing director of EFPA’s Spanish Affiliate.
Responsibilities: Increase awareness of the importance of profession financial advice through professional certification within the financial services sector - primary goal is to reach to regulators, clients and to the financial advisors themselves.
Coordinate the different EFPA working committees in Spain.
Organise seminars and conferences throughout Spain for the continuing education of our more than 2000 members.
Organise and coordinate the various annual examinations held in different Spanish cities.
Responsibilities: Attracting new clients, advising them on their investments.
2004. EFA European Financial Advisor Certificate - Barcelona
2002-2003. CEFA-CIIA. Certified European Financial Analyst - Barcelona
1997-2001. POMPEU FABRA UNIVERSITY. Degree in Business Administration - Barcelona
2001. INSTITUT D’ESTUDIS FINANCERS (IEF). Summer course on financial markets - Barcelona
1999. LONDON SCHOOL OF ECONOMICS. Summer course on Management and Entrepreneurship - London