Challenging the Status Quo of Retail Investment
Brussels, 11 April. The Retail Investment Strategy (RIS) continues to be the subject of intense debate in the European…
EFPA “Thinking Times” webinar, 30 November
EFPA Europe will hold on November 30th a new webinar in its series of free digital events dedicated to trending…
PFS Annual Conference
On November 3rd, the Personal Finance Society (PFS) held its annual national conference in Newport, Wales, where…
14th EFPA Poland Congress
The 14th EFPA Poland Congress was held on October 17 and 20 , gathering 1500+ participants including figures from the…
EFPA Europe is committed to developing common European certifications for financial advisors
EFPA Europe is committed to developing common EU-wide certifications for financial advisors as one of the keys to…
EFPA Europe holds its Think Tank 2023 in Paris focusing on the work of advice in times of uncertainty and ESG trends
EFPA Europe is holding this week in Paris the latest edition of its Think Tank, which brings together renowned…
The 2023 edition of the EFPA Europe Think-Tank will take place on June 6th in Paris
EFPA Europe remains faithful to its tradition of organising the EFPA Think-Tank which gathers frontline practitioners…
EFF23, the first EFPA Luxembourg Financial Forum will take place on 23 March, titled ¨Green Ocean and Regenerative Finance
The conference will be the occasion to come back on the best ESG practices in the asset management industry, with a…
The Czech Ministry of Finance declares March the month of financial health
To support financial education in the Czech Republic, the Ministry of Finance in cooperation with EFPA CR and…
Global Money Week will take place on 20-26 March, 2023
This year too, the Czech Republic, together with more than a hundred other countries of the world, will participate in…
EFPA sends a Letter to the EC regarding the proposed ban on inducements
Brussels, 6 Feb 2023, The European Financial Planning Association (EFPA), representing more than 90.000 active…
EFPA Publications
The continuous and mostly unnoticed European impoverishment
by Josep Soler-Albertí, Executive director EFPA Spain, Board member FECIF and EFPA Europe Anyone who has had the opportunity to recently travel…
Kurtosis-based vs volatility-based asset allocation strategies: Do they share the same properties? A first empirical investigation
Below is an abstract from the paper published by the prestigious Finance Research Letters journal in June 2023: ¨Kurtosis-based vs volatility-based…
Think Tank 2023 – Summary of Findings
The EFPA 2023 Think Tank took place in Paris on 6th June 2023. As with Think Tank 2021, Think Tank 2023 consisted of two parts with two subgroups…
Improving qualifications for Financial Advisors in EU: Policy Proposals
EFPA has published its new report on ¨Improving Qualifications for Financial Advisors in EU: Policy Proposals¨. The first report in this line of…
Access to forecasts and information asymmetry in financial advice
Josep Soler-Albertí EFPA Spain Executive Director EFPA Europe Board Director The information asymmetry between suppliers and customers in the…
Kurtosis-based risk parity: methodology and portfolio effects
Notification of Publication Below is an abstract from the paper published by Quantitative Finance magazine in January 2023: ¨Kurtosis-based risk…
Lifelong learning: a question of survival
Having permanently in mind the big shift of the Global Financial crisis of 2008, I am following with the highest level of attention all what…
10 Questions to Ask Your Client Before Offering Financial Advice
There is no perfect product, magic formula or algorithm that can predict the future of financial markets. EFPA Europe is committed to training…
Consideration of clients’ preferences on ESG factors when evaluating the adequacy of providing financial advice or portfolio management
Consideration of clients’ preferences on ESG factors when evaluating the adequacy of providing financial advice or portfolio management Frédéric…
EFPA Think Tank 2021. Executive Summary
EFPA conducted a survey across EFPA certificate holders across all member countries in June 2021 with a closing date of end August 2021 for the…
Crossborder financial advisory services and DAC 6 tax compliance
The cross-border fact is acquiring great relevance in the context of the provision of financial advisory services and wealth planning. The…
The perks of being behavioral coaches
The value of advisory cannot be assessed only by quantitative measures. There are other elements, more subjective and qualitative, that are as…
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