Press Release: EFPA Think Tank 2019



EFPA EUROPE Think Tank gathered in Vienna on May 8th representatives from +14 countries.

This is one of the first conventions in a programme of meetings involving many of the more than 62,000 certificate holders distributed in 12 countries, which periodically discuss issues related to the development of our profession.

Our Chairman, Prof. Emanuele Carluccio, opened the meeting by underlining the important opportunity and enrichment offered by the relationships between professionals operating in different markets and those who have the opportunity to build innovative projects together.

EFPA emphasizes its willingness to work to increase the visibility of our association in all countries supporting its certificate holders so that their training and skills acquired, thanks to passing the exam and constant training, can better qualify them.

In this edition the participants were organized into three groups focused on current hot topics: Robo advisors, Holistic advice and Millennials. 

EFPA is the leading professional standards setting body for financial advisors and planners in Europe, building public confidence and trust.