EUROPEAN FINANCIAL PLANNING ASSOCIATION

Trade unions and professional associations

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.

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