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EFPA: une certification reconnue au niveau européen

EFPA: une certification reconnue au niveau européen

The European Financial Planning Association (EFPA) was created from a project of the European Commission in the framework of the construction of a single market and the free movement of workers. The aim was to define the European standards of competence and integrity for financial advice and planning. In the early 2000s, the EFA framework was created, as well as the EFPA representation structures in each country. In France, EFPA FRANCE (http://www.efpa-france.fr/) was created in the 2009 under the impetus of the(CENTRE DE FORMATION DE LA PROFESSION BANCAIRE). Mr Michel Piano, Chairman of the Board of Directors, leads the organization and Dr. Geneviève Lhomme represents EFPA France at the EFPA Board of Directors.

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SUMMARY of Robo Advice conference - Threat or Opportunity

2017/02/24

Robo Advice conference - Threat or Opportunity: held by the Personal Finance Society (PFS) and the European Financial Planning Associat...

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EFPA-PFS Robo Advisor join event in LONDON

2017/01/11

Robo Advice - Threat or Opportunity Personal Finance Society (PFS) and European Financial Planning Association (EFPA) 23rd Februar...

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Tribute to ALDO

2017/01/09

Aldo Varenna, President of EFPA Italia and one of the world’s leading experts on Italian consultancy, passed away suddenly last month....

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ROBOADVICE in the MiFID II ERA

2016/12/30

In the last year and a half I have been able to participate in different events on Robo advisors, as well as read many articles about i...

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Ciao Aldo

2016/12/27

It is with deep sadness that we have to announce that our friend Aldo Vittorio Varenna, Chairman of EFPA Italy and EFPA Vice-Chairman,...

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EFPA BoD's meets in Tallinn, ESTONIA

2016/12/19

The EFPA Board of Directors met in Tallinn last December 15th and 16th.

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The Efpa Italy Meeting 2017

2016/12/12

The Efpa Italy Meeting 2017 will take place October 12th and 13th in Venice Lido, Palazzo del cinema.

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Robo-advisers. Background and Concept.

2016/12/11

Among the “digitalization” processes of financial technology (fintech) services is the recent phenomenon of the “automation” of financi...

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EFPA Spain has launched a new website

2016/12/08

EFPA Spain has launched a new website with a new design, more intuitive and modern, and also with a new version adapted to all mobile d...

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