EFPA CERTIFICATES
EFPA European Financial Planner ®(EQF 6)
Highest standard. Integrated practice of financial planning including investments at portfolio level, estate planning, international taxation, retirement and insurance needs not only for private clients but also for business owners. The educational program should be covered in a minimum of 40 classroom days or 320 tuition hours (or equivalent).
EFPA European Financial Advisor ®(EQF 5)
Full (comprehensive) practice of financial advice. Refers to professionals who offer a rigorous service of assessing clients needs and developing financial solutions, particularly concerning investments at portfolio level, but also including basic insurance/retirement /credit/financing solutions. The educational program should be covered in a minimum of 20 classroom days or 160 tuition hours (or equivalent).
EFPA European Investment Practitioner ®(EQF 4)
Certification designed to meet the requirements set by art. 18 of the Esma Guidelines on knowledge and competences for staff giving investment advice. The training program should be covered in a minimum of 10 classroom days or 80 tuition hours (or equivalent).
EFPA European Investment Assistant ®(EQF 3)
Certification designed to meet the requirements set by art. 17 of the Esma Guidelines on kwoledge and competences for staff giving information about investment products, investment services or ancillary services. The training program should be covered in a minimum of 5 classroom days or 40 tuition hours (or equivalent).
EFPA ESG Advisor(EQF 5)
Offers a comprehensive insight into ESG topics and is addressed to all professionals interested in obtaining solid knowledge in this sector, specifically for financial advisors and planners. The educational program should be covered in a minimum of 3 classroom days (or equivalent).
Efpa Code of Ethics
Professional associations of financial advisers fulfill a number of important functions in the financial sector: on the basis of high quality training and qualifications as well as of widely accepted codes of professional conduct, our organizations can build on solid foundation of ethical behavior, competence and technical skills in financial markets. A central goal of EFPA is to promote the development and dissemination of such international professional standards in order to contribute towards the highest level of quality in the professional practice of financial advisers.
EFPA is convinced that every financial adviser is defined by two main features: professional integrity and professional qualification. Ethics and skills are the two dimensions by which every financial adviser should be measured. After all, potential clients must be able to trust the integrated European financial market and its major actors.
Therefore EFPA is promoting the dissemination of a European Code of Ethics.
Download EFPA Code of Ethics
