EFPA

The European Financial Planning Association, commonly known as EFPA, is a professional body that aims to establish and maintain high standards in financial planning across Europe. Founded in 2000, EFPA operates as an association of national financial planning associations, fostering a unified approach to financial advice and planning services. Its primary objectives include promoting consumer protection, enhancing the professional competence of financial planners, and facilitating the free movement of qualified financial planners across member countries.

EFPA develops a framework of professional qualifications and ethical guidelines that are recognized by its member organizations. These qualifications ensure that financial planners possess the necessary knowledge, skills, and ethical understanding to provide comprehensive and client-focused financial advice. The association also plays a role in advocating for the financial planning profession at the European level, engaging with regulators and policymakers to shape the future of financial services. Through its network of national associations, EFPA supports the continuous professional development of its members and strives to raise public awareness of the benefits of professional financial planning.