EFPA: a continuing education program for finance professions

Learn throughout your professional career

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Increase your competences through certifications recognized across Europe.

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Continous professional development programme
 
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Our certifications

To allow each professional to find a certification adapted to her/his needs and to deliver quality education adapted to the various jobs of the sector, we develop a training course on 3 successive levels and a continous development program.

EFPA European Investment Assistant®

Certification designed to meet the requirements set by art. 17 of the Esma Guidelines on knowledge and competences for staff giving information about investment products, investment services or ancillary services.

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EFPA European Investment Practitioner®
 

Certification designed to meet the ESMA requirements in terms of knowledge et competences. For those who offer a basic advisory service.

EFPA European Financial Adviser®
 

A certification aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.

EFPA European Financial Planner®

The highest level of certification. It concerns the financial planning activity as a whole.

EFPA ESG Advisor®

A certification offering a comprehensive insight into ESG topics and is addressed to all professionals interested in obtaining solid knowledge in this sector

Continous development program

Code of Ethics

Over its certification, we offer a Continous Professional Development Program including mandatory trainings, the latest regulatory developments and the last trend of the financial industry.

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In accordance with its philosophy and best practices, we promote a code of ethics that each certificate holder must respect.