EFPA Europe │ European Financial Planning Association

📣 #EFPA has published its Annual Report 2023. The Letter from the Chairman Emanuele Maria Carluccio reminds us of our goals: ¨Our focus remains on three pillars: ➡ 1. Quality and Competence: We will continue to champion high standards for #financialadvisors. Our goal is to ensure that every advisor possesses the necessary knowledge, skills, and ethical grounding. We will keep developing our rigorous certifications which are the EFPA seal of excellence. ➡2. Collaboration: We invite all local EFPA to actively engage in shaping our profession. Let us learn from each other, share best practices, and collectively raise the bar. ➡3. Advocacy: We will advocate for policies that promote #financialliteracy, improve the service received by the #retailinvestor, and foster trust. Our voice matters, and we will use it wisely. In conclusion, 2023 has been a year of progress, but our work is far from done. Let us carry the spirit of collaboration into 2024 and beyond. Together, we can shape a sustainable future for financial advisors across Europe. ➡Looking ahead, 2025 will mark EFPA’s 25th #anniversary, and some of our local EFPA organizations will celebrate their 15th anniversaries. These milestones reflect our enduring dedication to advancing the financial advisory profession across Europe. As we move forward, let us continue to uphold the values that define EFPA. Thank you for your unwavering support. Sincerely, Prof. Emanuele Maria Carluccio¨ Link to the report: https://lnkd.in/e9rgtdfw EFPA Italia EFPA Spain | European Financial Planners Association EFPA France EFPA Luxembourg ASBL EFPA Polska EFPA Czech Republic Österreichischer Verband Financial Planners FPSB Germany IOB Chartered Insurance Institute Veronika Lakatos Marsi Erika

#efpa has added a new certificate: EFPA ESG Expert Advisor®. 🎉🥳🙌 Check out your national EFPA website to find out the full range of EFPA qualifications, as well as your options for training providers, exam sessions, CPD and much more: EFPA Spain: https://smpl.is/9aaec EFPA Italy: https://smpl.is/9aaed EFPA France: https://smpl.is/9aaee EFPA Luxembourg: https://smpl.is/9aaei EFPA Germany: https://smpl.is/9aaeg EFPA Austria: https://smpl.is/9aaef EFPA Czech Republic: https://smpl.is/9aaeh EFPA Poland: https://smpl.is/9aaej EFPA Hungary: https://smpl.is/9aaek EFPA Ireland: https://smpl.is/9aael EFPA UK: https://smpl.is/9aaem Contact us if your country is not on the list. https://smpl.is/9aaen

#EFPA believes that spreading financial knowledge to individuals and building financial skills from an early age will lead to a stronger and more resilient European society. That is why it is at the heart of EFPA's #mission ✔️to facilitate financial education at large, ✔️to improve the competences of financial advisors, and ✔️to work towards a wider access in general to professional and reliable financial advisory services. #financialeducation #continuousdevelopment #financialadvice

🥇 EFPA European Financial Planner ® is the highest #EFPA standard 📍EQF level 6 📍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 is covered in 40 classroom days or equivalent 📍Continous professional development as usual EFPA practice to guarantee the most relevant financial advisory skillset offered on the market.

#efpa has added a new certificate: EFPA ESG Expert Advisor®. 🎉🥳🙌 Check out your national EFPA website to find out the full range of EFPA qualifications, as well as your options for training providers, exam sessions, CPD and much more: EFPA Spain: https://smpl.is/9aaec EFPA Italy: https://smpl.is/9aaed EFPA France: https://smpl.is/9aaee EFPA Luxembourg: https://smpl.is/9aaei EFPA Germany: https://smpl.is/9aaeg EFPA Austria: https://smpl.is/9aaef EFPA Czech Republic: https://smpl.is/9aaeh EFPA Poland: https://smpl.is/9aaej EFPA Hungary: https://smpl.is/9aaek EFPA Ireland: https://smpl.is/9aael EFPA UK: https://smpl.is/9aaem Contact us if your country is not on the list. https://smpl.is/9aaen

Full list of EFPA certifications for financial advisors and planners and for professionals giving financial advice. Contact us for more information: info@efpa-eu.org. https://smpl.is/1039s EFPA is the leading professional standards setting body for financial advisors and planners in Europe, building public confidence and trust. EFPA influences the market behaviour of its certificate holders guiding these professionals in Knowledge, Skills, Lifelong learning, Behaviour and Ethics. EFPA has over 90,000 active certificate holders who are members of national EFPA organisations across 11 European countries: https://smpl.is/1039t #efpa #financialplanning #lifelonglearning

🎓If you are looking for harmonised training and certification for your staff giving information about investment products and services, EFPA Europe has designed the EIA qualification (EQF3) especially to meet Art. 17 of the #ESMA Guidelines on knowledge and competences. Find out more here: https://smpl.is/6t3yu #EFPA #vocationaltraining #investmentproducts

💁♂️#EFPA European Investment Practitioner® has been designed to meet the requirements set by art. 18 of the #ESMA Guidelines on knowledge and competences for personnel giving investment advice. ✔️The certificate is assigned EQF level 4. ✔️The training program is covered in 10 classroom days equivalent. Contact us today for more information!

EFPA EFA® (European Financial Advisor) is the most sought-after EFPA training program, meeting knowledge and skills requirements for the comprehensive practice of financial advice. ✔️Meets ESMA requirements on knowledge and competences ✔️EQF5 ✔️Paves the way towards obtaining the highest EFPA designation, EFP® 🏅 ✔️For professionals who perform a rigorous assessment of client needs and develop comprehensive financial solutions. Find out more at: https://smpl.is/1285j #efpa #financialadvisor #financialplanning #financialcertification #wealthmanagement

📌Check out recent EFPA publications: https://smpl.is/8jjdp #efpa #financialplanning #sustainablefinance #financeresearch #cpd