EFPA
European IFA clients facing ‘perfect storm’
Client inertia over low rates and poor financial planning choices are eating into the continent’s future – a Europe-wide survey has found.
Best Practice | 6 Apr 18
Founder of giant EU adviser training body ‘undimmed’ by Brexit
The founder of the European Financial Planners Association, Josep Soler-Alberti, explains to International Adviser about his mission to educate.
‘Short’ Brexit transition concerns adviser body
A leading UK adviser trade association has warned the Brexit transition period of 21 months is an insufficient amount of time for a comprehensive deal to be struck.
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
Best Practice | 7 Nov 17
PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.