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.
IV. International Conference of EFPA CR 2015: Remunerated consulting has its place and future in our country.
The largest conference of the European Association of Financial Planning of the Czech Republic to date, which took place on 30 Septembe...
VOICE OF THE MARKET REPORT
The financial advisory world is in constant evolution and one of the engines for this movement comes from regulatory changes. New regul...
Press conference: MiFID II - What impact on the financial advisory world in Europe?
In January 2017, the MiFID II Directive will become applicablewith the aim of makingfinancial markets more efficientand transparent. In...
Josep Soler (EFPA Chairman), new member of ESMA's Investor Protection and Intermediaries Standing Committee
EFPA Chairman, Mr. Josep Soler-AlbertÃ, has been elected member of the ConsultativeWorking Group (CWG) of ESMAâs Investor Protection...
Capital Markets Union: an EC project to be supported by Financial Advisors
Jobs and growth as an absolute priority of the new European Commission. The Juncker investment package is its main tool to boost growth...
EFPA Italia, "travelling to new horizons"
Not surprising, -knowing the drive and vision of our Italian colleagues-, that was the suggestive theme of the EFPA Italia Meeting 2015...
EFPA Italia Meeting
For their 2015 meeting, on June 4th and 5th, EFPA Italia has chosen Genoa as the venue of the over 600 participantsâ gathering. Besid...
EFPA Chairman at the XIII International CIFA Forum in Monaco (24 April 2015)
The yearly gathering of CIFA (Convention of Independent Financial Advisors) took place in Monaco from 22nd to 24th April. EFPA particip...
EFPA Board and SQC Chairmen attended FPSB Global member meeting in Paris on 21-22 April
As per an agreement taken during the previous FPSB/EFPA meeting in Barcelona, last February, the Working Group Committee formed by repr...