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EFPA European Financial Planning Association. Academic Partner Accreditation

Public accredidation

By following this link, you can view our accreditation.

About EFPA Europe

The European Financial Planning Association (EFPA) was created in 2000 as a self-regulation initiative in the area of financial services in the face of:

  • The spectacular growth of personal, private, and private individual services, as well as financial advising, etc.
  • The European Union’s initiatives to strengthen protections for banking and finance clients, and to create a single financial services market.
  • The threat of extensive European regulation in financial services in general (FASP, MiFID, IMD, etc.) and financial advising, in particular.
  • The willingness to offer a professional response.

The mission of the EFPA is to work with every level of financial advising and planning professionals and the related institutions, supporting their respective efforts to catch up to the training and competitivity needs required by the market and legal regulations through determining and promoting professional standards, and awarding certifications to those who have acquired the necessary competency to offer financial advice to clients.

At the beginning of 2014, EFPA España had 10.400 members.

About the EFA™ (EUROPEAN FINANCIAL ADVISOR) Certification

This certifies professional aptitude for carrying out work in consulting, management, and financial advising to individuals in personal and private banking, financial services oriented towards individual clients and any professional banking function– insurance or independent– that implies the offer of an integrated service for asset or financing advising.
You can earn this certificate through one exam covering all of the required material, or through two exams corresponding to each of the levels:

  • DAF/FAD: Financial Agent Diploma (Level I). National diploma which includes 50-60% of the contents of the EFA. Its validity as a partial exam for the EFA Certificate will be for 3 years from the date it was received. Those who obtain this national diploma will not be registered as a part of the EFPA European Register and therefore, will not be members associated with the EFPA and recertification will not be necessary, that is to say, they will not have the recognition if the professional does not keep it up to date, unlike in the case of the EFA.
  • Level II. Second and final level of the EFA certification, which gives access to the European Certificate and includes incorporation as a full member of the EFPA España and EFPA Europe.

CESTE programmes accredited by this certification

Masters in Banking and Finance (MBF)
The Master in Banking and Finance at CESTE has been designed for professionals who wish to develop a professional career in the finance sector as well as the finance department of businesses and organizations in general.
One of the most outstanding features of the programme is that it gives students the opportunity to prepare themselves to earn the prestigious EFA™ certification (European Financial Advisor) from the EFPA (European Financial Planning Association) and puts them in a good position to earn the FRM® (Financial Risk Manager) certification from the GARP (Global Association of Risk Professionals). CESTE is an accredited training centre by the EFPA and GARP.
License in Financial Advising and Estate Management (PSAF, in Spanish)
This programme aims to thoroughly prepare you to be able to attain the prestigious EFA™ (European Financial Advisor) Certification from the EFPA (European Financial Planning Association). That way you’ll be able to demonstrate your value and perform professionally at the highest level possible in one of the fastest growing sectors of banking and consulting in developed countries. This Programme is one of the modules of our Official Master’s in Banking and Finances (MBF) that can be studied independently.
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