News

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.

READ MORE

5th International conference of EFPA Czech Republic (European Financial Planning Association)

2016/10/25

Regulation, digitalization and meditation; these three words perhaps most accurately describe this year’s gathering of more than 300 re...

READ MORE

EFPA Poland 2016 Event

2016/10/25

EFPA Poland gathered last September 13th for the annual meeting of EFPA Certified Advisors. The aim was to discuss the future of the ca...

READ MORE

EFPA UK and PFS early thoughts about BREXIT

2016/07/20

The result of the referendum vote is clearly the major issue for the UK but also for the rest of the EU. There has been much talk about...

READ MORE

EFPA Board meets in London

2016/06/30

READ MORE

III Foro Asesores Financieros - Madrid

2016/06/09

READ MORE

EFPA European Think Tank event 2016

2016/05/05

20 EFPA, certificate holders coming from 12 countries discuss"The changing relationship between financial advisers and the customers".

READ MORE

First EFPA Honorary award

2016/05/05

David Wright has receives our firstHonorary award, at EFPA Italia 2016 event,

READ MORE

Comments on the Joint Committee Discussion Paper on automation in financial advice: Robo Advisors

2016/04/19

Comments on the Joint Committee Discussion Paper on automation in financial advice: Robo Advisors

READ MORE

EFPA Board meets in Paris

2016/04/01

READ MORE