EFPA Europe │ European Financial Planning Association

👉Are you passionate about ethics ⚖️ and finance 📈? 👉Do you have innovative ideas about the social value of financial activities? Here is a chance to be heard. 😱 The Prize 🏆 ¨Ethics and Trust in Finance for a Sustainable Future¨🏆 promotes new ways of thinking about the big challenges facing the global economy. As a worldwide program running since 2006, it works with inspiring minds from across the financial and academic ecosystems to conceive of new models and shape better practices that strengthen the foundations upon which we build our world. EFPA would like to encourage ✔️ all professionals and academia ✔️ under 35 years of age to register to this bi-annual event organised by 🌟Observatoire de la Finance 🌟 and to submit ✔️unpublished contributions on issues related to ethics and trust in finance, in the form of essays (3’000-5’000 words) or in the form of ✔️ videos (15-20 minutes). An international jury, comprising of prominent experts in finance and ethics, will designate in 2025 one or more prize winners and allocate the sum of USD 15’000 between them. 📅The deadline for submission is 17 March 2025.📅 The mission of this bi-annual competition is to promote greater awareness among young people globally of the importance of strengthening ethics and integrity in the finance sector, and to accelerate the transition to a sustainable financial system. Now in its 10th edition, the Global Prize is organised by the Geneva-based Observatoire de la Finance. The competition organised by 🌟Observatoire de la Finance 🌟,is open to all professionals, students, researchers and academics under the age of 35, whatever their discipline. Register here: https://smpl.is/9tmux More information about the Prize: https://smpl.is/9tmuv Your article or video in English may be among the finalists! Invite your friends or colleagues and make a small team - up to 3 authors per submission. This competition is a real opportunity: 🌟to have your work published and recognised internationally, with $15,000 at stake. 🌟to boost your career as winner of this renown competition 🌟to contribute to a more ethical future for finance. We wish you best of luck. #ethics in #finance for #betterfuture #observatoiredelafinance #ethicsinfinance #anniversary

🌟As we are busy preparing the 🏅2025 #EFPA #ThinkTank🏅, a glimpse back to the 2023 edition in Paris... and how the 2023 Think Tank participants felt about the experience. Feel the passion ♥️ ♥️, the desire for more knowledge 🎓, the quest for supreme service to the customer 🙋, the excitement of meeting each other in person after a few months of online collaborative research 🙌. 🔊📢The 2025 Think Tank will be about the implications of 🤖 AI to financial advice 📈. We are now collecting applicants among the brightest minds inside the EFPA family who feel this topic is important and who have something to contribute to it. We will present you with the 2025 Think Tank team in the following weeks, comprising some 20-24 members (2 per EFPA country). The research leaders are Martin Sirucek and Dr Paul Ryan from the EFPA Standards and Qualifications Committee. We are inspired and ready to kick off. Stay tuned, stay excited. #efpa #efpathinktank #financialadvice #financialplanning #financialeducation #aiinfinance

📌Have an ethical dilemma in your practice? Surprised how complex it can get?⁉️ 💡Contact your local EFPA Ethics Committee for advice or sign up to the upcoming webinars where EFPA Ethics Committee members provide practical guidance on implementing the EFPA Ethics Code. https://smpl.is/7rs6b

Full list of EFPA certifications for financial advisors and planners and for professionals giving financial advice - we have added a new ESG certificate in 2024! Contact us for more information: info@efpa-eu.org. https://smpl.is/1039s EFPA is the leading professional standards setting body for financial advisors and planners in Europe, building public confidence and trust. EFPA influences the market behaviour of its certificate holders guiding these professionals in Knowledge, Skills, Lifelong learning, Behaviour and Ethics. EFPA has over 90,000 active certificate holders who are members of national EFPA organisations across 11 European countries: https://smpl.is/1039t #efpa #financialplanning #lifelonglearning

📢Event invitation!📢 The European Federation of Financial Advisers and Financial Intermediares (#fecif) is celebrating its 🎉25th Anniversary🎉! You are warmly invited to join the conference. To celebrate its 25th anniversary 🎉, FECIF is organizing an event with three panel discussions on the issues that most concern financial advisers and intermediaries: 📌the evolution of the Capital Markets Union, #cmu #capitalmarketsunion 📌sustainable finance #sustainablefinance #SusFin 📌personal investments to complement pensions. #investments #pension #retirement 📍Where: Residence Palace, Rue de la Loi 155, 1040 Bruxelles 📅When: 3rd of December, from 14h00 to 18h00 (refreshments will follow) 👉Program and registration: https://smpl.is/9ve9v #fecif #anniversary #freeconference

Thank you BETTER FINANCE - European Federation of Investors and Financial Services Users for a very inspiring conference in Brussels today discussing the future of pensions and in particular, private retirement. It was an honor to be there. EFPA Board Director Roger H. Hartmann, ESG Advisor joined the second panel moderated by Aleksandra Mączyńska which covered at length: - the obvious advantages of the three pillars approach, - ⁠lack of Financial Literacy is an issue all over Europe, - the importance of ⁠starting early, as early as possible, - ⁠the critical role of the financial advisor in the framework of retirement planning, - ⁠the issue of gender gap in retirement and how to fix it,  - ⁠how to save for retirement when you are at minimum wages,  - ⁠a very competitive US pension market, with best in class examples in the Nertherlands and in the Nordics. How to share best practices. #pensions #retirementweek #retirementplanning EFPA Luxembourg ASBL EFPA Europe │ European Financial Planning Association BETTER FINANCE - European Federation of Investors and Financial Services Users Matis Joab

🎓If you are looking for harmonised training and certification for your staff giving information about investment products and services, EFPA Europe has designed the EIA qualification (EQF3) especially to meet Art. 17 of the #ESMA Guidelines on knowledge and competences. Find out more here: https://smpl.is/6t3yu #EFPA #vocationaltraining #investmentproducts

📢Event invitation!📢 The European Federation of Financial Advisers and Financial Intermediares (#fecif) is celebrating its 🎉25th Anniversary🎉! You are warmly invited to join the conference. To celebrate its 25th anniversary 🎉, FECIF is organizing an event with three panel discussions on the issues that most concern financial advisers and intermediaries: 📌the evolution of the Capital Markets Union, #cmu #capitalmarketsunion 📌sustainable finance #sustainablefinance #SusFin 📌personal investments to complement pensions. #investments #pension #retirement 📍Where: Residence Palace, Rue de la Loi 155, 1040 Bruxelles 📅When: 3rd of December, from 14h00 to 18h00 (refreshments will follow) 👉Program and registration: https://smpl.is/9ve9v #fecif #anniversary #freeconference

💁♂️#EFPA European Investment Practitioner® has been designed to meet the requirements set by art. 18 of the #ESMA Guidelines on knowledge and competences for personnel giving investment advice. ✔️The certificate is assigned EQF level 4. ✔️The training program is covered in 10 classroom days equivalent. Contact us today for more information!

We are proud that the #EFPA community will be replresented at the much-anticipated conference hosted tomorrow by BETTER FINANCE discussing innovative approaches to sustainable and adequate private retirement systems. ✔️Future-Proofing Pensions: Creating Sustainable and Adequate Private Retirement Systems in Europe 📅 28 November 2024 ⏰ 08:30 – 14:30 📍Hanse Office, Brussels Our colleague Roger Hartmann, EFPA Board Director and EFPA Luxembourg Chairman will join experts from civil society, industry, the European Commission, and the European Supervisory Authority adding the perspective of the financial advice profession to the discussions in Panel 2. Join us for this crucial event for EU citizens as savers and investors! 🎟 Register for free now: https://smpl.is/9vugf #pensions #ERW2024 #betterfinance #financialplanning