EFPA Publishes 2025 Annual Report, Marking a Historic Year for the Association
EFPA Europe today publishes its 2025 Annual Report, documenting a landmark year in the Association's 25-year history. A…
EFPA Czech Republic to Present at PFS Festival of Financial Planning in Birmingham
EFPA Czech Republic will take to the stage at the PFS Festival of Financial Planning in Birmingham this November, as…
EFPA and FECIF call on the European Commission to recognise the essential role of financial advice in advancing the Savings and Investments Union
EFPA (European Financial Planning Association) and FECIF (European Federation of Financial Advisers and Financial…
EFPA Spain’s Congress Calls to Transform Savings into Productive Investment
EFPA Europe welcomes the conclusions of the IX EFPA Congress, held this week in Palma de Mallorca, as a powerful…
The 13th Financial Planner Forum – Highlights & Gallery
Most financial education events open with an economic stocktake — the kind that can weigh heavily on a room. This…
Record-Breaking 15th Financial Literacy Competition in the Czech Republic
EFPA Europe celebrates the remarkable results of the 15th national Financial Literacy Competition, co-organised and…
EFPA Celebrates a Record-Breaking 10th Global Money Week in the Czech Republic
EFPA Europe warmly commends EFPA Czech Republic on the outstanding success of the jubilee 10th edition of Global Money…
EFPA Network Marks Global Money Week 2026 with Record Participation and Landmark Initiatives Across Europe
EFPA member associations in the Czech Republic, Spain, Poland, Luxembourg, France and the United Kingdom demonstrate…
EFPA Spain 25th Anniversary highlights the need to improve the returns on household savings through qualified financial advice
Brussels/Barcelona, 19 November 2025 – EFPA Europe joins EFPA Spain in celebrating its 25th anniversary, marked by a…
16th EFPA Poland Congress: Financial health in practice, record engagement and research premieres
Two days of insights, debates and inspiration are behind us. The 16th EFPA Poland Congress, “Financial Health in…
EFPA Publications
EFPA Publishes 2025 Annual Report, Marking a Historic Year for the Association
EFPA Publishes 2025 Annual Report, Marking a Historic Year for the Association
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 optional — it is a life skill Across Europe, citizens are…
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 Standards and Qualifications Committee member Maria Debora Braga.……
Why Professional Financial Advice is Even More Important in the Digital Age
Digital tools are reshaping how Europeans access financial markets, however, the need for transparency, education and qualified advice has never been…
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 was held on the occasion of the 25th anniversary of EFPA Europe. This…
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 to manage our finances and, to do so, knowledge is essential. By…
Financial Health of Europeans
European Financial Planning Association (EFPA) in collaboration with BETTER FINANCE present: Financial Health of Europeans – Quantitative Research…
EFPA Financial Advisor Survey on the Retail Investor Journey
In June 2025, EFPA administered an ad-hoc survey among EFPA-certified financial advisors across Europe. The sample comprises qualified professionals…
EFPA Europe at 100,000: Setting the Standard for Financial Advice Across Europe
On its 25th anniversary, EFPA Europe has reached an unprecedented milestone: surpassing 100,000 certified financial advisors across the 13 European…
EFPA Digitalization Handbook
Finance is undergoing significant changes, driven by digitalization and new technologies. To support financial professionals in understanding these…
2024 – the Year of Divergences in the World Economy
We provide you with an article by Andrei Radulescu published by AGEFI magazine. About the Author Andrei Radulescu is a senior and seasoned…
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