Fidentiis Gestión will support EFPA Spain’s training programmes, conferences and seminars that help advisers renew their qualifications and professional certificates.
Due to the introduction of Mifid II; the European Securities and Markets Authority (Esma) and the Spanish regulator, Comisión Nacional del Mercado de Valores (CNMV), have both imposed requirements for financial advisers to commit to continuous professional development.
This partnership will also bolster adviser knowledge in the areas of portfolio management and the use of different financial solutions.
In a statement on its Spanish language website, Josep Soler, EFPA Europe adviser, said: “A manager like Fidentiis Gestión, with more than 12 years of experience, offers EFPA greater distinction.
“This collaboration will help us to offer the maximum qualification of the advisers and to encourage the continuous training of all the professionals, always thinking about providing the client with the best service,” said Soler, who is also executive director of EFPA Spain.
EFPA Spain now has partnerships with 73 firms; including banks, international wealth firms and fund managers, to improve training in the financial adviser sector.