EFPA Training for Trainers program to equip eduacators of financial advisors with a practical approach to ethics case studies in financial advice
21 March, Brussels. EFPA (European Financial Planning Association) is pleased to announce the upcoming…
New Successful Edition of EFPA Finance Forum (EFF) by EFPA Luxembourg
On Thursday, March 13th, the EFPA Finance Forum 2025 brought together nearly 200 participants at the Chamber of…
Mariola Szymanska from EFPA Poland: “Join the coalition for a culture of financial health”
As indicated by numerous psychological studies and theories (1) , one of the basic motivators of human actions is a…
FECIF welcomes you to its Brussels Confence on 3 Dec to celebrate its 25 Anniversary
To celebrate its 25th anniversary, FECIF is organizing an event with three panel discussions on the issues that most…
XV EFPA Poland Congress – Let’s take care of the Financial Health of the Polish people. Time for EFPA Certified Advisors
15 years of EFPA Polska activity means over 2600 EFPA Certificates issued, over 2000 advisors continuously maintaining…
EFPA Chairman Address: EFPA Poland XV Anniversary
Ladies and Gentlemen, Dear Certified Advisors of EFPA Poland, I was honored to be with you at the XV EFPA Poland…
The Financial Health of the Polish People, a report on the quantitative survey
In October 2024, EFPA Poland celebrated its 15th anniversary, and the theme of it was ¨Let’s take care of the financial…
EFPA ESG Handbook 2024 – The Ultimate Guide to ESG Investing
Sustainable Finance is a transformational investment concept that combines financial and extra-financial criteria.…
2024 Efpa Italia Meeting Highlights Behavioral Finance and Sustainability
The 2024 edition of the Efpa Italia Meeting set a new record, with over 900 financial advisors and savings…
FPSB Germany (aka EFPA Germany) gains another high-quality training provider for financial planning with the Sparkassen-Finanzgruppe
The certifications of the Financial Planning Standards Board Deutschland e.V. (aka EFPA Germany) are regarded as the…
EFPA AGM Confirms Management Team for 2024-2027
The European Financial Planning Association (EFPA) has reaffirmed its commitment to strong governance with the election…
EFPA Letter to EC supports a Savings and Investments Union
EFPA proposes consolidating professional competence and best standards for financial advisor qualifications. According…
EFPA Publications
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…
Vulnerable Client – A Case Study
You have a client, John, who you have been advising over the past 10 years in relation to his pension portfolio. Arising from the Covid pandemic,…
Vulnerability and Financial Services Regulation – A long-term Relationship
It is more than twenty years since a financial services regulator applied the term ‘vulnerable’ to financial services clients. In 1999, the Office of…
Vulnerable Clients – from a Behavioral Finance Point of View
For a long time, economists considered human beings – and therefore consumers – as perfectly rational decision-makers. Ok, once in a while, someone…
Vulnerable Customers and Financial Planning
Financial Regulators globally are concerned that consumers in vulnerable circumstances are not receiving competent treatment from their financial…
Strong Europe
Prague, 18 June 2020 – “It is an essential interest to strengthen confidence in the single internal market, i.e. a single European market without…
When Fear and Emotion Reign
Introduction This material came into being in light of the recent situation, which has prevailed since the beginning of 2020 and is now reaching its…
The Creation of a Financial Profession
When I discuss promoting new "Profession" most people do not understand. What is the definition of Profession and when does an occupation become a…
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