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EFPA Czech Republic has the first 5 holders of the highest designation, EFPA EFP (European Financial Planner)

EFPA Czech Republic has the first 5 holders of the highest designation, EFPA EFP (European Financial Planner)

"I am so glad that EFPA Czech Republic has the first professionals to reach the imaginary peak in internationally recognized European professional standards in financial planning. The EFPA EFP certificate holders currently represent the ultimate lead among financial planners in the Czech Republic. For their clients it is a guarantee not only of a precise professional approach but also of extraordinary knowledge and expertise across the financial market, "says Marta Gellová.    The difficulty of this certification shows not only the time that EFPA EFP students have to devote to the studies - around 8 months, but also the number of successful graduates, which is only 60% of the exam participants. Those interested in this professional qualification  must already have the EFPA  EFA certification, which hold almost 300 elite financial advisors in the Czech Republic.    For clients, this is an added value of comprehensive solution based on analysis and financial planning. A survey shows that, for example, 86% of EFPA EFA certified consultants have more loyal clients, and 89% of them are now managing larger assets. Benefits are also seen by companies that have enabled their consultants to obtain EFPA certification as certified professionals are significantly more loyal to their employers.   This year's trends on the financial markets and the expectations of next year will also be devoted to VII EFPA Czech Republic International Conference "From Expertise to Success", held on September 26th in Prague. For example, the conference participants can look forward to an interesting performance by keynote speaker, the Czech Biathlon Chairman and successful sports manager Jiří Hamza. In his presentation he will refer to the parallels between sport and the financial planning profession.    Link: https://efpa.cz

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EFPA elected New Chairman

2018/06/14

On June 14th in Vienna the EFPA AGM elected Prof. Emanuele Carluccio from EFPA Italia as its new Chairman. Marta Gellová from EFPA CZ R...

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EFPA June 2018 Newsletter

2018/06/13

Dear colleague,     I am happy to share with you EFPA June 2018 Newsletter. Hope you will enjoy it. Link: ht...

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EFPA ITALIA EVENT 2018 in RICCIONE

2018/06/01

During the EFPA Italia 2018 Congress we had the opportunity to grant the EFPA 2018 Honorary_Award to Sergio_Boido.  ...

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EFPA EUROPE 2018 EVENT in Prague

2018/05/28

EFPA Europe Think Tank 2018 will take place next September 25th in Prague. It will gather 2 EFPA certificate holders (individual EFP...

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EFPA SQC met in Dublin

2018/05/25

EFPA SQC Scientific committee met last Friday, May 25th in Dublin. We discussed among others things: EFPA 2018 event...

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EFPA NEWSLETTER MAY 2018

2018/05/22

Dear colleague,     I am happy to share with you EFPA May 2018 Newsletter. Hope you will enjoy it. Link: htt...

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EFPA launches today its new CPD project in collaboration with Citywire

2018/05/08

          Dear EFPA colleagues,...

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EFPA BoD met in Frankfurt

2018/05/02

EFPA_Europe Board of Directors met last Wednesday in Frankfurt. We discussed mainly about:  EFPA Strategic Plan...

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PFS on good practice guide on Social Impact Investing

2018/05/01

The Personal Finance Society announces the launch of its new good practice guide on Social Impact Investing. The new guide examines how...

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