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EUROPEAN FINANCIAL PLANNING ASSOCIATION

Acronym: EFPA

General Information

Identification Code: 254633518956-57
Website: [object Object]
Entity Form: AISBL
Registration Category: Trade unions and professional associations
Registration Date: 9/27/2015
Last Update: 5/6/2024
EP Accredited Number: 0

Mission & Interests

Goals: The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behavior for the financial advisory sector throughout Europe, benefiting the profession, financial firms and clients. EFPA offers the European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP) as well as EFPA ESG Advisor professional certifications as the best recognized, respected and highest quality designations available in Europe: we will continue to provide the full range of financial advisory professional education programs, continuous development programs and other services relevant to the Association’s members and the sector’s needs. Our vision is that each and every client will be able to benefit from competent, reliable and transparent advice from trusted, certified financial advisers and planners in Europe and beyond.
Interests Represented: Promotes their own interests or the collective interests of their members
Interests:
  • Banking and financial services
  • Consumers
  • Digital economy and society
  • Economy, finance and the euro
  • Education and training
  • Taxation
Levels of Interest:
  • european

Activities

Main EU Legislative Proposals: MiFID II, MiFIR, MCD, PRIIPS, CMU (Capital Markets Union), IDD (Insurance Distribution Directive) CEDEFOP initiatives, EC Skills and ECVET agenda, RIS.
Communication Activities: EFPA is a professional accreditation and certification body for financial advisors and financial planners. Also, EFPA awards several professional certifications, subject to a regular update through continuous professional development all over Europe. As a professional body, EFPA organizes events at local and European level for financial advisors and financial planners. On July 2015, EFPA produced the Voice of the Market report (link), consisting of research and analysis to capture the expectations, preferences and aversions of selected [key opinion] leaders and decision- makers. On September 2015, EFPA held a press conference with Mr. Markus Ferber (MP), Mr. Wim Mijs (EBF) and Mr. David Wright (IOSCO) to debate the outcome of the Voice of the Market report and lead the debate on the implementation of the investor protection on the framework of MiFID II. In 2023, EFPA updated its periodical report ¨Improving Qualifications for Financial Advisors in EU: Policy Proposals¨ studying the degree of implementation of MiFID II and IDD across EU countries. On 6 June 2023, EFPA presented the above report during a stakeholders meeting in Paris. EFPA participated in the Roundtable for Distribution of retail investment products organised by the EC on 18.7.2023 and is currently part of the industry-led working group.
Inter-institutional or Unofficial Groupings: N/A

Head Office

Address: Boulevard Auguste Reyers 80Diamand Building
Post Code: 1030
City: Brussels
Country: BELGIUM
Phone: [object Object]

EU Office

Address: Boulevard Auguste Reyers 80Diamand Building
Post Code: 1030
City: Brussels
Country: BELGIUM
Phone: [object Object]

Financial Data

New Organisation: false
Closed Year: [object Object]
Current Year: [object Object]
Complementary Information: Cattaneo Zanetto has been contracted to help monitor all European events and publications relevant for EFPA activities. Annual charge is 22,000.000 EUR

Membership Information

Members10 Percent: 4
Members25 Percent: 1
Members50 Percent: 0
Members75 Percent: 0
Members: 5
Members F T E: 0.6499999761581421
Info Members: EFPA Executive manager deals with EFPA projects described in No.9, with some support of external parties. About 25% of the time is dedicated to activities relevant to the Transparency Register. EFPA Directors sometimes participate in the meetings at European level related to such activities. On average, 4 Directors x 5% to 10% of time.

Structure

Structure Type: Structure
Is Member Of: https://efpa-eu.org/index.php/about-us/#countries
Organisation Members: EFPA is a member of FECIF, The European Federation of Financial Advisers and Financial Intermediaries http://www.fecif.org