EFPA Czech Republic Moves Fast Forward with First EFPA European Financial Advisor ™ Examinations |
 Press release: July 28, 2011
After signing an Affiliation Agreement with EFPA at the tail end of 2010, EFPA Czech Republic has already successfully completed the accreditation process for their educational programs at the Financial Advisor level and is set to complete the first education courses for students in September 2011. read more ...
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Dr. Wolfgang Reittinger To Take Reigns as New EFPA Standards and Qualifications Committee Chairman |
 Press release, April 4, 2011
Dr. Reittinger to succeed Susan Middelboe; longstanding Standards and Qualifications Committee Chairperson and Driver of New Competence Based Educational Programs and Qualifications Standards.
read more ...
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EFPA Expands Further into Eastern Europe – Brings European Standards to the Czech Republic |
 Press release, October 13, 2010
EFPA Czech Republic will bring the EFPA European Financial Advisor and EFPA European Financial Planner qualifications to the Czech market.
read more ...
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Constantinos Christofides to Lead EFPA in New Era of Professionalism |
 Press release, July 17, 2010
The European Financial Planning Association Elected New Chairman Constantinos Christofides: Experienced Organisation Builder and International Manager to Lead EFPA in a Period of Transition.
read more ...
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 Josep Soler-Alberti – EFPA Vice-Chairman speaks to an audience in Santiago de Chile about EFPA and European professional financial services qualifications standards.
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EFPA signs Austrian Affiliate to Promote European Financial Advice Standards |
 Press release, December 16, 2009
The European Financial Planning Association (EFPA) has signed an Affiliation Agreement in Frankfurt with EFPA Austria. The new Affiliate is backed by Österreichischer Verband Financial Planners (OVFP) which leads an umbrella group of financial stakeholders in support of EFPA Qualifications in Austria. read more ...
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EFPA Signs Letter of Intent with Bulgaria |
 Press release, December 16, 2009
The European Financial Planning Association (EFPA) has signed a letter of Intent in Frankfurt with the Bulgarian Institute of Certified Financial Consultants (ICFC) which leads an umbrella group of financial stakeholders in support of EFPA Qualifications in Bulgaria. read more ...
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EFPA CONGRESS 2009 - Summary (video) |
The financial advisory sector after MiFID and the economic crisis’ impact on financial planning were the key issues addressed at the 2009 edition of the EFPA Congress. One of the most often repeated ideas in the midst of the sectors self criticism was that advisors must be better at listening and be better equipped to listen to clients. See more at: Congress TV website
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€QUALIFISE Project Submits Final Report to EACEA |
 Press release, September 30, 2009
The highly successful €QUALIFISE Project ended on time in June 2009 and the final report has been submitted to the Education, Audiovisual and Culture Executive Agency (EACEA). read more ...
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France Joins in Promoting EFPA’s European Qualifications Standards |
 Press release, April 27, 2009
The European Financial Planning Association (EFPA) has signed a new Affiliation Agreement in France with EFPA France with Le Centre de Formation de la Profession Bancaire (CFPB) taking the lead in support of EFPA Qualifications. read more ...
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EFPA Sign Letter of Intent with Hungary |
 Prague, Czech Republic, 12 March, 2009
The European Financial Planning Association (EFPA) has signed a letter of Intent in Prague with the Hungarian Association of Qualified Financial Planners (HAQFP) taking the lead in support of EFPA Qualifications in Hungary. read more ...
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Regional and Global Financial Planning Bodies Agree to Discuss Alliance
To Promote Standards For Financial Services Practitioners In Europe |
Rotterdam, Netherlands, 11 March, 2009
EFPA, FPSB Sign Letter of Intent to Promote and Develop Financial Advisor and Financial Planning Services at All Levels in Europe. read more ...
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€QUALIFISE Project Leading the Way for EQF Projects |
Rotterdam, Netherlands, 10 January, 2009
One year into the 18 month project, Project Partners already have substantial achievements to present. read more ... |
EFPA Sign New Affiliation Agreement in the Poland |
 January 2, 2009
EFPA has signed a new Affiliation Agreement in Poland with the Warsaw Institute of Banking [Warszawski Instytut Bankowosci (WIB)] taking the lead in support of EFPA Qualifications. read more ...
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Project European Financial Advisor’s Final Conference |
 November 21, 2008
Professionalising Financial Services in Europe unveils high-level speakers and provocative ideas. read more ... ~ Website of the Conference
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Antwerp Declaration On The €uropean Financial Advisor Competences |
 November 21, 2008
Delegates from across Europe attended the Project €uropean Financial Advisor Final Conference and agreed on the text and the conclusions for the Declaration to submit to European financial services stakeholder groups and the European Commission. read more ...
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EFPA Sign New Affiliation Agreement in the Netherlands |
 July 4, 2008
The European Financial Planning Association (EFPA) has signed a new Affiliation Agreements with the Federation of Financial Planners [Federatie Financieel Planners (FFP)] taking the lead in support of EFPA Qualifications in Holland. read more ...
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EFPA Again Successful in Winning EU Grant Bid |
 Rotterdam, Netherlands, December 27, 2007 -/E-Wire/-
European Commission to Support Financial Services Qualification Standards Developed by EFPA and the EBTN.
Bringing together thirteen prestigious partners and eight relay partners, EFPA promoted a project to develop and test the European Qualifications Framework (EQF) including national and sectoral qualifications for financial advisors in Europe. EFPA submitted a grant application to the European Community as part of the Lifelong Learning Programme. download more ...
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Project €FA: Educational Competence Assessments & Core Competence Frameworks for the €uropean Financial Advisor |
Taking Stock One Year On
 Rotterdam, Netherlands: September 30, 2007
The aim of Project €FA is to introduce competence-based qualifications to the European financial services sector, improving and harmonising the training and qualifications for Financial Advisors across Europe, by establishing a Core Competence Framework and Educational Competence Assessments tools for the ‘€uropean Financial Advisor’ qualification as an exemplar. read more ... |
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EFPA and IARFC Sign Agreement Forming Global Cooperative |
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 Rotterdam, Netherlands, September 17, 2007 -/E-Wire/-
The European Financial Planning Association and the International association of Registered Financial Consultants agree to mutually recognize each others’ professional standards and certifications.
In the interest of better serving the needs of the public in securing the services of qualified financial advisors, these professional bodies have formed a relationship to strengthen the competences of financial advisors and to aid the consumer in narrowing the search for a suitable personal financial advisor. read more ...
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