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Country Name Level Work Company
Spain Sr. LUIS PINEDA DEL ESPINO EIP BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. LUIS INSULA MARTOS EIA BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. MARIA JOSE PARRA PEREZ EFA BANCO SANTANDER, S.A.
Spain Sr. ANTONIO VERDU LOZANO EFA
Spain Sr. CRISTINA LOPEZ GONZALEZ EFA BANCO SANTANDER, S.A.
Spain Sr. FERNANDO URBINA RICO EIP Banco Bilbao Vizcaya Argentaria Uruguay
Spain Sr. MIQUEL VILARDELL RIFA EFA
Spain Sr. ROCIO DIAZ CARRASCO EFA BANCO SANTANDER, S.A.
Spain Sr. JUAN BUENO TRILL EIA
Spain Sr. PAULA ESTHER BLASCO MECO EIA BANCO MEDIOLANUM
Spain Sr. FRANCISCO BENEDICTO POLO EIP ABANCA CORPORACIÓN BANCARIA SA
Spain Sr. ALEJANDRO MORALES ARIZAGA EIP BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. IGNACIO SARALEGUI BARREDO EIP BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. BEATRIZ DIEZ PEREZ EIP BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. MARIA JOSE GARCIA MARTINEZ EIP BBVA (BANCO BILBAO VIZCAYA ARGENTARIA)
Spain Sr. PATRICIA SOLER NIEVES EFA

EFPA have formalised a mutual recognition agreement with the Personal Finance Society to secure PFS members a vital foothold in Europe. Diploma and Advanced Diploma qualifications are now aligned and recognised through the equivalent European financial planning standards, which are fully, or part accredited by the main European regulators.

From 1 March 2018 Personal Finance Society members holding the Diploma in Financial Planning or Diploma in Regulated Financial Planning will be granted European Financial Advisor™ certification and eligibility to use the EFA designation.

Members holding the Advanced Diploma will be granted European Financial Planner™ certification and eligibility to use the EFP designation.

This new certification, along with the ability to display this European professional designation, is another benefit of membership for Personal Finance Society members.

The purpose of this agreement with PFS is to help deliver shared vision of engaging consumers with high quality and trusted professional financial advice. It also gives UK advisers greater certainty in advance of Brexit.

This agreement will help ensure that consumers who wish to access advice from UK advisers, or maintain existing relationships in a post-Brexit environment, will be able to do so as part of an all-embracing quality standard across Europe.

Further guidance

Please refer to https://www.thepfs.org/membership/benefits-of-membership/efpa-faqs/