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.
SUMMARY of Robo Advice conference - Threat or Opportunity
Robo Advice conference - Threat or Opportunity: held by the Personal Finance Society (PFS) and the European Financial Planning Associat...
EFPA-PFS Robo Advisor join event in LONDON
Robo Advice - Threat or Opportunity Personal Finance Society (PFS) and European Financial Planning Association (EFPA) 23rd Februar...
ROBOADVICE in the MiFID II ERA
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...
It is with deep sadness that we have to announce that our friend Aldo Vittorio Varenna, Chairman of EFPA Italy and EFPA Vice-Chairman,...
The Efpa Italy Meeting 2017
The Efpa Italy Meeting 2017 will take place October 12th and 13th in Venice Lido, Palazzo del cinema.
Robo-advisers. Background and Concept.
Among the “digitalization” processes of financial technology (fintech) services is the recent phenomenon of the “automation” of financi...