{"id":3457,"date":"2023-07-31T13:29:27","date_gmt":"2023-07-31T11:29:27","guid":{"rendered":"https:\/\/barcelonafinanceschool.com\/les-certificacions-efpa-tot-el-que-necessites-saber\/"},"modified":"2023-08-17T13:50:55","modified_gmt":"2023-08-17T11:50:55","slug":"certificacions-efpa-tot-el-que-necessites-saber","status":"publish","type":"post","link":"https:\/\/barcelonafinanceschool.com\/ca\/certificacions-efpa-tot-el-que-necessites-saber\/","title":{"rendered":"Les certificacions EFPA: tot el que necessites saber"},"content":{"rendered":"<h2 class=\"wp-block-heading\"><strong>Qu\u00e8 \u00e9s EFPA Espa\u00f1a?<\/strong><\/h2><p class=\"wp-block-paragraph\">EFPA Espa\u00f1a \u00e9s l&#8217;Associaci\u00f3 Espanyola d&#8217;Assessors i Planificadors Financers, la qual compte amb m\u00e9s de 35.000 associats.<\/p><p class=\"wp-block-paragraph\">La seva constituci\u00f3 t\u00e9 lloc l&#8217;any 2000 i el seu naixement a Espanya est\u00e0 totalment lligat a la creaci\u00f3 de la <em>European Financial Planning Association (EFPA)<\/em>.<\/p><p class=\"wp-block-paragraph\">EFPA Espa\u00f1a actua com a plataforma independent de certificaci\u00f3 professional i com a associaci\u00f3 que agrupa els professionals dedicats a l&#8217;assessorament i la planificaci\u00f3 financera al nostre pa\u00eds, degudament certificats.<\/p><h2 class=\"wp-block-heading\"><strong>Les certificacions EFPA<\/strong><\/h2><p class=\"wp-block-paragraph\">Les certificacions professionals d&#8217;EFPA mesuren compet\u00e8ncies i coneixements basant-se en programes fonamentats en l&#8217;exercici professional, i la seva obtenci\u00f3 permet als professionals de l&#8217;assessoria i planificaci\u00f3 financera realitzar la seva activitat amb la garantia que tenen la qualificaci\u00f3 necess\u00e0ria.<\/p><p class=\"wp-block-paragraph\">Amb aix\u00f2 es professionalitza i es regula la labor de l&#8217;assessor financer, passant a ser obligatori tenir una certificaci\u00f3 per a poder prestar assessorament financer a tercers.<\/p><p class=\"wp-block-paragraph\">\u00c9s important recordar que, a difer\u00e8ncia de les titulacions acad\u00e8miques, aquestes NO s\u00f3n per a tota la vida i una vegada obtingudes s&#8217;ha de garantir anualment que s&#8217;ha realitzat la suficient formaci\u00f3 cont\u00ednua per a mantenir-se actualitzat professionalment.<\/p><p class=\"wp-block-paragraph\">EFPA, en tota Europa, acredita i certifica als professionals de l&#8217;assessoria i planificaci\u00f3 financera personal amb aquests certificats:<\/p><ul class=\"wp-block-list\"><li>EIA (European Investment Assistant)<\/li>\n\n<li>EIP (European Investment Practitioner)<\/li>\n\n<li>EFA (European Financial Advisor)<\/li>\n\n<li>EFP (European Financial Planner)<\/li><\/ul><h3 class=\"wp-block-heading\">EIA (European Investment Assistant)<\/h3><p class=\"wp-block-paragraph\">La certificaci\u00f3 EFPA European Investment Assistant (EIA) reconeix la qualificaci\u00f3 necess\u00e0ria <strong>per a oferir informaci\u00f3<\/strong> d&#8217;acord amb les directrius de ESMA i els criteris que aquests estableixen sobre coneixements i compet\u00e8ncies per a <strong>proporcionar informaci\u00f3 en mat\u00e8ria d&#8217;inversi\u00f3.<\/strong><\/p><p class=\"wp-block-paragraph\"><a href=\"https:\/\/barcelonafinanceschool.com\/ca\/programa\/programa-online-de-certificacio-eia-efpa\/\">Consulta aqu\u00ed el nostre curs preparatori en format online<\/a><\/p><h3 class=\"wp-block-heading\">EIP (European Investment Practitioner)<\/h3><p class=\"wp-block-paragraph\">La certificaci\u00f3 EFPA European Investment Practitioner (EIP) reconeix la qualificaci\u00f3 necess\u00e0ria <strong>per a oferir assessorament habitualment puntual<\/strong>, d&#8217;acord amb les directrius de ESMA i als criteris que aquestes estableixen sobre coneixements i compet\u00e8ncies <strong>per a assessorar en mat\u00e8ria d&#8217;inversi\u00f3.<\/strong><\/p><p class=\"wp-block-paragraph\">\u00c9s un nivell intermedi i parcial per a l&#8217;obtenci\u00f3 de la seg\u00fcent certificaci\u00f3 de major nivell EFA.<\/p><p class=\"wp-block-paragraph\"><a href=\"https:\/\/barcelonafinanceschool.com\/ca\/programa\/programa-de-certificacio-eip-efpa\/\" target=\"_blank\" rel=\"noreferrer noopener\">Consulta aqu\u00ed el nostre programa preparatori<\/a><\/p><h3 class=\"wp-block-heading\">EFA (European Financial Advisor)<\/h3><p class=\"wp-block-paragraph\">La certificaci\u00f3&nbsp;EFPA&nbsp;European&nbsp;Financial&nbsp;Advisor&nbsp;certifica la idone\u00eftat professional <strong>per a exercir tasques de consell, gesti\u00f3 i assessoria financera<\/strong> a particulars en banca personal o privada, serveis financers orientats al client individual i qualsevol funci\u00f3 professional banc\u00e0ria, d&#8217;assegurances o independent, <strong>que impliqui l&#8217;oferta d&#8217;un servei integrat d&#8217;assessoria patrimonial i financera.<\/strong><\/p><p class=\"wp-block-paragraph\"><a href=\"https:\/\/barcelonafinanceschool.com\/ca\/programa\/programa-de-certificacio-efa-nivel-ii-efpa\/\" target=\"_blank\" rel=\"noreferrer noopener\">Consulta aqu\u00ed el nostre programa preparatori<\/a><\/p><h3 class=\"wp-block-heading\">EFP (European Financial Planner)<\/h3><p class=\"wp-block-paragraph\">La certificaci\u00f3&nbsp;EFPA&nbsp;European&nbsp;Financial&nbsp;Planner&nbsp;certifica la idone\u00eftat professional <strong>per a exercir tasques de planificaci\u00f3 financera personal integral d&#8217;alt nivell de complexitat i volum.<\/strong><\/p><p class=\"wp-block-paragraph\"> \u00c9s el major nivell de reconeixement professional com a assessor financer.<\/p><p class=\"wp-block-paragraph\"><a href=\"https:\/\/barcelonafinanceschool.com\/ca\/programa\/programa-de-certificacio-efp-efpa\/\" target=\"_blank\" rel=\"noreferrer noopener\">Consulta aqu\u00ed el nostre programa preparatori<\/a><\/p><h2 class=\"wp-block-heading\">Qui necessita una certificaci\u00f3?<\/h2><p class=\"wp-block-paragraph\">Qualsevol assessor financer o empleat del sector bancari que vulgui acreditar davant les entitats i els seus clients que compta amb una formaci\u00f3 profunda i actualitzada sobre el sector financer.<\/p><h2 class=\"wp-block-heading\">Quins avantatges aconsegueixes a l&#8217;obtenir una certificaci\u00f3 EFPA?<\/h2><ul class=\"wp-block-list\"><li>Ampliaci\u00f3 permanent dels teus coneixements per a progressar professionalment<\/li>\n\n<li>Avan\u00e7 en la qualitat de servei i en la satisfacci\u00f3 i fidelitat dels clients<\/li>\n\n<li>Adquisici\u00f3 de prestigi professional i ocupabilitat<\/li>\n\n<li>Adaptaci\u00f3 a les presents i futures exig\u00e8ncies reguladores de qualificaci\u00f3 professional<\/li><\/ul><h2 class=\"wp-block-heading\">Preguntes freq\u00fcents<\/h2><p class=\"wp-block-paragraph\"><em><strong>\u00c9s possible realitzar el curs preparatori online?<\/strong><\/em><\/p><p class=\"wp-block-paragraph\">S\u00ed, \u00e9s possible. Amb BFS pots triar la modalitat que millor s&#8217;adapti a les teves necessitats i preparar-te a trav\u00e9s del nostre curs blended o el nostre curs 100% online (per a la certificaci\u00f3 EIA, EIP o EFA).<\/p><p class=\"wp-block-paragraph\"><em><strong>Quant trigar\u00e9 en preparar-me per a l&#8217;examen?<\/strong><\/em><\/p><p class=\"wp-block-paragraph\">Tant per a la certificaci\u00f3 EIP com la certificaci\u00f3 EFA es calculen unes 150h lectives, m\u00e9s les hores d&#8217;autoestudi, la qual cosa serien m\u00ednim uns 3 mesos aproximadament.<\/p><p class=\"wp-block-paragraph\"><em><strong>Per a presentar-me a&nbsp; l&#8217;examen EFA haig de tenir primer el certificat EIP?<\/strong><\/em><\/p><p class=\"wp-block-paragraph\">Per a presentar-te a l&#8217;examen EFA \u00e9s necessari haver obtingut amb anterioritat el nivell I (o EIP). De totes maneres, tamb\u00e9 pots preparar-te per als dos nivells i presentar-te a convocat\u00f2ria \u00fanica de tots dos nivells.<\/p><p class=\"wp-block-paragraph\"><em><strong>Com m&#8217;inscric a l&#8217;examen?<\/strong><\/em><\/p><p class=\"wp-block-paragraph\">La inscripci\u00f3 a l&#8217;examen es fa directament amb l&#8217;entitat certificadora EFPA Espa\u00f1a.<\/p><div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div><p class=\"wp-block-paragraph\">Si tens dubtes sobre les certificacions&nbsp;EFPA&nbsp;Espa\u00f1a pots contactar amb el nostre departament de formaci\u00f3 i t&#8217;atendrem encantats. Pots telefonar al 93 412 44 31 \/ 650 71 74 77 o enviar un email a <a href=\"mailto:cursos@bfs-ief.com\">cursos@bfs-ief.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Qu\u00e8 \u00e9s EFPA Espa\u00f1a? EFPA Espa\u00f1a \u00e9s l&#8217;Associaci\u00f3 Espanyola d&#8217;Assessors i Planificadors Financers, la qual compte amb m\u00e9s de 35.000 associats. La seva constituci\u00f3 t\u00e9 lloc l&#8217;any 2000 i el seu naixement a Espanya est\u00e0 totalment lligat a la creaci\u00f3 de la European Financial Planning Association (EFPA). EFPA Espa\u00f1a actua com a plataforma independent de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":954,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[83],"tags":[85,91],"class_list":["post-3457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-formacio","tag-efpa-ca","tag-finances"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Les certificacions EFPA: tot el que necessites saber - Barcelona Finance School<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/barcelonafinanceschool.com\/ca\/certificacions-efpa-tot-el-que-necessites-saber\/\" \/>\n<meta property=\"og:locale\" content=\"ca_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Les certificacions EFPA: tot el que necessites saber - Barcelona Finance School\" \/>\n<meta property=\"og:description\" content=\"Qu\u00e8 \u00e9s EFPA Espa\u00f1a? 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