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