Esma guidelines to improve, we will strive to change them
The ESMA guidelines of December 2015 establish minimum standards for the assessment of knowledge and skills for…
Aisa Group trio passes Czech capital markets exam
End of passporting means it’s ‘essential firms like ours maintain appropriate EU investment licences’
Finanzplaner Forum in Düsseldorf
On March 9/10, Finanzplaner Forum held its 6th annual convention in Düsseldorf. It is a leading event for advisors in…
“Sustainable investment”- the central concept in regulatory efforts
The latest World Economic Forum in Davos made it clear to every investor: The future investment scenario has just begun…
Global Money Week 2020 unveils its program
In the week from 23 to 29 March, events aimed at supporting the financial education of children and youth will take…
EFPA Israel’s annual conference
Financial advice has undergone many changes in recent years. The close environment is changing, traditional financial…
EFPA AISBL Board Meeting in Frankfurt
Financial advice has undergone many changes in recent years. The close environment is changing, traditional financial…
Consulentia 2.0
Financial advice has undergone many changes in recent years. The close environment is changing, traditional financial…
EFPA Publications
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