EFPA is the leading professional standards setting body for financial advisors and planners in Europe, building public confidence and trust
The main objective of EFPA is to promote the development and dissemination of international professional standards of excellence and to influence the market behaviour of its certificate holders guiding these professionals in Knowledge, Skills, Lifelong learning, Behaviour and Ethics.
11
Countries of presence
+101.400
Certificate holders
+100
Corporate partners
+170
Accredited universities & training centers
On April 17, 2025, the Union of Banks of Armenia became the first organization outside Europe to represent EFPA certifications. At the same time, Yerevan Business School became the first EFPA-accredited educational institution authorized to provide preparatory courses within the EFPA certification framework.
To follow you throughout your career, EFPA certifications are spread over different levels, choose the one that suits you best:
4 levels of certifications for professionals of finance,
2 ESG certificates for experts in sustainable finance.
Branch manager certification.
EFPA Branch Manager
The Branch Manager Certification Program is a comprehensive leadership and operational excellence course designed to equip branch leaders with the skills, knowledge, and strategic mindset required to drive performance, profitability, and customer satisfaction.
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EFPA ESG Advisor®
The EFPA ESG Advisor® certificate offers a comprehensive insight into ESG topics and is addressed to all professionals interested in obtaining solid knowledge in this sector.
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European Investment Assistant®
Certification designed to meet the requirements set by art. 17 of the ESMA Guidelines on knowledge and competences for staff giving information about investment products, investment services or ancillary services.
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EFPA European Investment Practitioner
The European Investment Practitioner® (EIP) certification has been designed to meet the requirements set by art. 18 of the ESMA Guidelines on knowledge and competences for staff giving investment advice.
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EFPA European Financial Advisor®
A certification aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.
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EFPA European Financial Planner
The highest level of certification. It concerns the financial planning activity as a whole.
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EFPA ESG Expert Advisor®
Advanced ESG certification for experts in sustainable finance.
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Continuous development program
For certificate holders, the CPD is the opportunity to keep and upgrade knowledge and competences at the highest standard.
CPD program
Code of ethics
Professional associations of financial advisers fulfill a number of important functions in the financial sector: on the basis of high quality training and qualifications as well as of widely accepted codes of professional conduct, our organizations can build on solid foundation of ethical behavior, competence and technical skills in financial markets. A central goal of EFPA is to promote the development and dissemination of such international professional standards in order to contribute towards the highest level of quality in the professional practice of financial advisers.
Code of ethics
The advantages of EFPA Certifications
Prestige
As a sign of professional distinction to customers, employers, regulators, etc.
Register
Be part of a large community of members in Europe.
Adaptability
Increase business opportunities.
Employability
Being able to show a level of knowledge and competences based on recognized standards.
Ongoing education
Take advantage of professional events on topical subjects and with high-quality speakers, get Access to CPD continuing education sessions․ Please note that access requires an Annual Subscription.
E-mail:
learning@uba.am