Who we are
EFPA is the leading professional standards setting body for financial advisors and planners in Europe, building public confidence and trust.
EFPA influences the market behaviour of its certificate holders guiding these professionals in Knowledge, Skills, Lifelong learning, Behaviour and Ethics.
EFPA has a code of professional ethics with which certificate holders must comply.
+94.000
Certificate Holders
11
COUNTRIES OF PRESENCE
+100
CORPORATE PARTNERS
+170
ACCREDITED UNIVERSITIES & TRAINING CENTERS
+6.000
EFP CERTIFICATES
+62.000
EFA CERTIFICATES
+17.000
EIP CERTIFICATES
+350
EIA CERTIFICATES
+7.000
ESG Advisor certificates
Efpa highlights
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Challenging the Status Quo of Retail Investment
Brussels, 11 April. The Retail Investment Strategy (RIS) continues to be the…
The continuous and mostly unnoticed European impoverishment
Anyone who has had the opportunity to recently travel around the United States…
EFPA “Thinking Times” webinar, 30 November
EFPA Europe will hold on November 30th a new webinar in its series of free…
PFS Annual Conference
On November 3rd, the Personal Finance Society (PFS) held its annual national…
The advantages of EFPA Certifications
Prestige
As a sign of professional distinction to customers, employers, regulators, etc.
Register
Public access to certified registered professionals.
Adaptability
Increase business opportunities.
Employability
Being able to show a level of knowledge and competences based on recognized standards.
Optimizes training
Improves results of the investment on education.
Compliance
When companies are the final responsible of assuring employees’ qualifications (as per ESMA Guidelines and MiFID 2).
Competitive advantages
In relation to competitors not committed to qualification and certification.
Quality
Due to a better trained team.
Why am I in EFPA?
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As a financial advisor at FINUM Private Finance I simply want to advise our clients at the highest possible level. The EFA certificate helps me to achieve this goal in three ways: Firstly, it is simply an excellent education; secondly, the implemented training commitment helps me to maintain quality at a high level; and thirdly, and this is a very important point, our clients can rely on this seal of quality.Mag. Stefan Weinberger, EFA
I see lifelong learning as very important for the work of a financial advisor. This helps the advisor himself, his clients and the overall reputation of the industry. Therefore, I recently welcomed the opportunity to obtain a professional EFA certificate. Thanks to this step I have expanded my knowledge especially in the field of financial planning, investment consulting and life insurance. That is, in three areas that have a significant impact on the satisfied life of my clients. Today I am really glad that I own an EFA certificate. I see it as a sign of professionalism and expertise in my career. I therefore recommend to all those who want to continue to develop and provide professional services in their careers to take advantage of EFPA training.Richard Kunovský, EFA
The reasons that led me to get the EFA certification in 2003 and the EFP certification in 2009 were mainly two. Firstly, attending a high education course that would have certainly brought me to a greater professional role. Secondly, being part of a group of professionals even outside Italy, sharing values and knowledge at European level.Marina Maghelli, EFP