EFPA Publishes 2025 Annual Report, Marking a Historic Year for the Association
A Year of Historic Milestones In early 2025, EFPA surpassed 100,000 active…
Beyond Knowledge: Building Financial Health Through Strong Habits and Trust (by Mariola Szymanska, EFPA Poland)
By Mariola Szymańska, President of EFPA Poland Financial literacy is no longer…
The theoretical properties of novel risk-based asset allocation strategies using portfolio volatility and kurtosis
EFPA recommends this recent publication led by Italian researcher and EFPA…
Why Professional Financial Advice is Even More Important in the Digital Age
Digital tools are reshaping how Europeans access financial markets, however,…
Executive Summary - 2025 EFPA Think Tank of AI in Financial Advice
At the end of September 2025, Brussels hosted the EFPA Think Tank 2025, which…
Financial Education Day in Spain: how has financial education in Europe improved over the last decade
Managing our money is important at all stages of our lives. We need to be able…
Financial Health of Europeans
European Financial Planning Association (EFPA) in collaboration with BETTER…
EFPA Financial Advisor Survey on the Retail Investor Journey
In June 2025, EFPA administered an ad-hoc survey among EFPA-certified financial…
EFPA Europe at 100,000: Setting the Standard for Financial Advice Across Europe
On its 25th anniversary, EFPA Europe has reached an unprecedented milestone:…
