European Financial Advisor
Title: European Financial Advisor Program: EFPA European Financial Advisor ® (EQF 5) Year: 2022 Association: European Financial Planning Association Location: Barcelona, Catalonia, Spain Associate number: 37087 Overview Full (comprehensive) practice of financial advice. Refers to professionals who offer a rigorous service of assessing clients needs and developing financial solutions, particularly concerning investments at portfolio level, but also including basic insurance/retirement /credit/financing solutions. The educational program should be covered in a minimum of 20 classroom days or 160 tuition hours (or equivalent). Certifies the professional suitability to exercise advisory, management and financial advisory tasks to individuals in personal or private banking, financial services…