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.
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
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Veronika Lakatos
EXECUTIVE DIRECTOR – EFPA Hungary
Other professional activities
Partner Consultant, International Training Center for Bankers Hungary
Qualifications
Degree in Economics, Corvinus University Budapest, Hungary and University Passau, Germany
Degree in Law, University Péter Pázmány Budapest, Hungary
Other professional activities
Senior banker with over 40 years of exposure to various financial centers in Europe, Middle-East, Africa, Asia and Americas.
Since 1981, teaching Banking Strategy and Wealth Management at universities and CPD programs.
Independent Board Member at Bank CIC, Switzerland
Independent Board Member Lux-Funds at Spuerkeess
Advisory Board Member at
Founder and Owner of Hartmann Advice
Qualifications
Master of Economics from HEC Lausanne
Member of GSCGI, Geneva, Switzerland and EFPA ESG Advisor
Other professional activities
Retired, 2011-2016 President of the European Banking& Financial Services Training Association (EBTN)
Retired, Deputy Director of the training institute for the financial sector in the Netherlands (NIBE-SVV)
Chair of Accreditation Committee, Dutch Securities Institute (DSI)
Federal Council at ANDW – Chairman for North Holland and member of CoCo
Treasurer, Stichting De Oude Keuken (DOK)