Skip to main content

Who are the European Financial Planning Association (EFPA)

Independent Financial Advisers in our firm are members of the Personal Finance Society (PFS). Following a mutual recognition agreement with the European Financial Planning Association, PFS members have now been granted EFPA European Financial Adviser (EFA) certification.

EFPA is one of the largest and most respected professional licensing, standard setting and certification bodies for financial advisers in Europe and was the first European financial standards association created to increase professionalism in the European financial services sector. EFPA UK is represented by the Personal Finance Society. It now accredits more than 60 European universities, banking and insurance institutes.

Why now?

This agreement will ensure that consumers who wish to access advice from UK advisers, or maintain existing relationships in a post-Brexit environment will be able to do so as part of an all-embracing standard across Europe.

What are the benefits of this agreement?

This agreement combines the knowledge and experience of the leading entities in Europe and the UK. Members will be able to use the EFA or EFP designations which are aligned and recognised through the equivalent European financial planning standards, which are fully, or part accredited by the main European regulators.

Members will benefit from EFPA’s continuing professional development programme, which will allow professional mobility and mutual recognition in more than 10 countries in Europe, enabling them to gain a deeper understanding of financial products and compliance under European regulation.

Personal Finance Society members holding the Diploma in Financial Planning or Diploma in Regulated Financial Planning will be granted European Financial AdvisorTM certification and eligibility to use the EFA designation. Members holding the Advanced Diploma will be granted European Financial PlannerTM certification and eligibility to use the EFP designation.

Comments

Popular posts from this blog

Charity Golf Day

The 3rd Allen Tomas & Co Financial Management Ltd Charity Golf day was held on Friday 14th September at Heacham Manor.

Organisers and Directors Ben Allen and Michael Crisp said "We had a fantastic day, the weather held and all that entered enjoyed the Golf and the well deserved hog roast afterwards. We are delighted to announce we raised £2,100. This will be split equally between the Norfolk Hospice and the Stroke Unit at Queen Elizabeth Hospital (West Raynham Patient and Equipment Fund). We chose the charities based on experience of personal family treatment from the QE staff and our recent visit to the Norfolk Hospice’s purpose built facility at Hillington, which has cemented our admiration of what has been achieved here during the 5 years of our ongoing charitable support".

The format for the golf event was team friendly Texas Scramble, which all the guests enjoyed thoroughly. First place went to Ward Gethin Archer Solicitors led by Chris Dewey, second place to Home I…

Director, Michael Crisp has successfully become a Fellow

Director, Michael Crisp has successfully become a Fellow of the Chartered Insurance Institute (CII). Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. By achieving the ACII, you have already demonstrated a high level of commitment, but the Fellowship shows that you have taken this commitment one step further. Acquiring FCII accreditation will further demonstrate your knowledge, experience and
professionalism to the world.

Michael is now talking about a Doctorate, but we feel it is probably best to enjoy the prestigious Fellowship title first!

Parents attempting 24hour 3 Peaks Challenge

Parents Ben and Rebecca Allen (Allen Tomas & Co employees) are part of a group of intrepid West Norfolk parents that are training hard for the 3 Peaks Challenge to raise vital funds for their local school (Ingoldisthorpe Church of England Voluntary Aided Primary School). They will summit the highest mountains in England, Scotland and Wales in 24 hours from dusk on 31st August, walking over 37kms, climbing a total of over 10,000ft and driving 1830kms.

The completion of the challenge will help secure two exciting new developments for Ingoldisthorpe Primary: an outdoor log cabin classroom which will provide much needed space at their children's school and a stage piano to strengthen the school's music provision. A log cabin to match the existing classrooms will cost around £8,000 to buy and site on the school field. It will offer the school space for Music Lessons which are an important part of the curriculum, along with room for art, reading and intervention sessions for sm…