EFPA Italia Meeting 2025: Bridging the Gap Between Saving and Investing
The 16th edition of the EFPA Italia Meeting brings together financial professionals in Florence to address Italy’s most…
Financial Advice in the Spotlight: EFPA Conference Aligns with EU Strategy Launch
On the same day the European Commission unveiled its long-awaited Financial Literacy Strategy, EFPA Europe marked its…
EFPA Think Tank Charts the Future of Financial Advice in Brussels
As part of its 25th Anniversary celebrations, EFPA Europe hosted the 2025 edition of its Think Tank on Tuesday, 30…
New EFPA Study Examines Attitutes Towards Financial Health in Europe
Nine out of ten Europeans consider their financial health to be of essential importance, and almost eight out of ten…
EFPA Welcomes New Board Members
EFPA Announces New Board Appointments Following Annual General Meeting
Spreading Financial Expertise: EFPA’s Certified Advisors Now Exceed 100,000
The association, which celebrates its 25th anniversary this year, has established itself as one of the largest and most…
EFPA Italy Meeting 2025 at Teatro del Maggio Musicale Fiorentino
The EFPA Italy Board of Directors is pleased to confirm that the highly anticipated EFPA Italy Meeting 2025 will once…
EFPA Luxembourg Unveils New EFPA Finance Forum Website
EFPA Luxembourg, a proud member of EFPA Europe, is delighted to introduce its newly launched website:…
Financial Literacy for the New Generation: Global Money Week 2025 in the Czech Republic Breaks Records!
8 April 2025, Prague. The ninth edition of Global Money Week 2025 in the Czech Republic attracted an impressive number…
Francophone Competition: Finance, Ethics, and Trust 2024-2025 – Award Ceremony Held on March 25, 2025
EFPA France organised and hosted the Francophone Competition "Ethics and Trust in Finance Prize 2024-2025," an…
EFPA joins BETTER FINANCE confernece “Towards a Savings and Investment Union” where Retail Investors Take Centre Stage
Brussels, 28.03 -EFPA, represented by Chairman Emanuele Carluccio, joined BETTER FINANCE conference “Towards a Savings…
EFPA Webinar ¨AI & the Future of Financial Advice¨ (free)
EFPA would like to invite you to the upcoming EFPA Webinar on Artificial Intelligence, where experts will discuss the…
EFPA Publications
Mariola Szymanska from EFPA Poland: “Join the coalition for a culture of financial health”
Mariola Szymańska President of EFPA Poland As indicated by numerous psychological studies and theories (1) , one of the basic motivators of human…
The Financial Health of the Polish People, a report on the quantitative survey
EFPA is pleased to share the report on the recent research carried out by the Warsaw Institute of Banking (WIB) and EFPA Poland titled ¨The Financial…
Ethics and Responsibility in Finance, Paul H. Dembinski, Routledge, 2017
The EFPA Ethics Committee is pleased to recommend to you Professor Dembinski’s recent book titled ¨Ethics and Responsibility in Finance¨.…
EFPA ESG Handbook 2024 – The Ultimate Guide to ESG Investing
EFPA ESG Handbook Your digital tool on Sustainable Finance Sustainable Finance is a transformational investment concept that combines financial and…
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…
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