EFA CERTIFICATE

EUROPEAN FINANCIAL ADVISOR

GET YOUR EFA CERTIFICATION

What is the EFA certificate?

The EFA certificate is one of the most prestigious and recognised certifications that currently exist for accrediting knowledge in financial matters. Specifically, it certifies the professional suitability to perform advisory, management and financial consultancy tasks for individuals in personal or private banking, financial services aimed at individual clients and any professional banking, insurance or independent function that involves the provision of an integrated wealth and financial consultancy service.

Who is EFA certification for?

The EFA (European Financial Advisor) certification is aimed at:

All those who are interested in further developing their professional career by broadening their knowledge in financial advice.

Professionals in commercial networks and personal or private banking managers who, both due to regulatory requirements (MiFID) and market demands, must increase their professional qualifications.

Experts who provide financial and asset advisory services in personal and private banking and who wish to obtain this certificate as Financial Advisors.

Graduates (economists, lawyers, administrative managers, insurance mediators, tax advisors, social graduates, accountants, …) who wish to broaden their knowledge to work in the sector of Financial Advice, Planning and Mediation and at the same time obtain the qualification as Financial Advisors by the European Financial Planning Association (EFPA).

Planning Association (EFPA).

People with completed compulsory secondary education (ESO) who want to create a profession with a future in a sector in constant growth and with a high demand for employment, both nationally and internationally.

How is the EFA course taught?

Due to the specialisation of this course, it is taught in person with a total of 100 hours.

At the same time, the classes will be transmitted live in streaming so that if the student cannot attend the classrooms, he/she can watch it from home in real time and ask any questions.

In addition, everything will be recorded. In this way, the student will be able to progress at their own pace and stop or go back as many times as they wish. The acccess to this course offers continuous monitoring by our teachers, so that any doubts can be resolved via e-mail or by telephone from home.

STEPS TO FOLLOW TO ACHIEVE EFA CERTIFICATION

If everything you have read so far interests you and you want to get the certificate that accredits you as a European Financial Advisor, follow the steps below:

Register for this training course, follow the classes and study at home.
Take advantage of the consultancy and follow-up included in the course to solve all your doubts.
When you feel ready, register to take the exam. There are several exams available throughout the year.

CONTENT AND REGISTRATION

Module 1: Financial instruments and markets.
Module 2: Investment funds and companies.
Module 3: Portfolio management.
Module 4: Insurance.
Module 5: Pension and retirement planning.
Module 6: Property investment.
Module 7: Credit and finance.
Module 8: Investment taxation.
Module 9: Legislation, regulations and ethics.
Module 10: Financial planning and advice.