EFA Level II Certification Program (EFPA)
Get your EFA Level II (EFPA Spain) certification and certify your professional suitability as a financial advisor
The EFA Level II (EFPA Spain) Certification Program will provide you with the knowledge necessary for wealth management and financial advisory.
Program approved by EFPA valid as 30 hours of recertification for the EIP accreditation once the exam is passed.
Choose the program that best suits your needs:
- Streaming: 3-month program, with streaming classes and online self-study through the Campus. The most intensive option to prepare by optimizing time and results to obtain the certification.
- Online: 100% online self-study program through the Campus, with support from a tutor and a live online session focused on exam preparation. The most flexible option to study at your own pace.
See the comparative table here.
What will you achieve?
The teaching team, made up of professionals in the different areas of the EFA Level II (EFPA Spain) Certification Program, will boost your learning. Through online self-study, theoretical classes, case studies and self-assessment tests you will achieve:
Professional development
You will acquire the knowledge, skills and analytical ability to work as an advisor, consultant or financial manager
Specialization
You will be trained in the technical, valuation, judgment, and advisory skills necessary to optimize client relationships. You will gain the knowledge needed to meet the present and future needs of clients in wealth management and financial advisory for individuals, and to improve the quality and profitability of services offered by institutions.
Certification
You will prepare to successfully pass the official EFA Level II (EFPA Spain) Certification exam
Who is it for?
The program is aimed at professionals from financial institutions (personal or private banking areas), managers, advisors and consultants, portfolio management professionals, university students interested in specializing in this area, and individuals, to optimize the management of personal or family wealth. To take the EFA Level II course, you must have a valid EIP (EFA Level I) certification.
Where will you be able to work?
The EFA Level II (EFPA Spain) Certification Program provides you with the knowledge needed to meet the present and future needs of clients in wealth management and financial advisory for individuals, and to improve the quality and profitability of services offered by institutions.
Over 30 years leading financial education
Learnability
We promote, facilitate, and enhance your ability to learn quickly and effectively. We adapt to new situations and maintain a continuous improvement mindset.
Employability
We develop the skills and competencies to obtain, maintain, and enhance your professional profile in a competitive and ever-changing market
Glocality
We combine global and local perspectives in a more connected environment to foster collaboration and commitment in solving challenges.
A curriculum to deepen your knowledge in financial advisory
Streaming or online sessions
- Applied theory
- Case studies
- Online tests
1. Efficient capital markets
2. Portfolio theory
3. Investment policy and asset allocation
4. Performance measurement and attribution
5. Financial income
1. Fixed income assets and valuation
2. Elements of fixed income analysis
3. Fixed income management
1. Recap of the equity market
2. Fundamental stock analysis
3. Introduction to equity portfolio management
4. Analysis and interpretation of economic indicators
1. Theoretical foundations and principles
2. Chart technical analysis
3. Indicators and oscillators
4. Technical analysis using Elliot waves
1. Reminder of basic concepts of derivative instruments
2. Practical applications of futures and options contracts
3. Exotic options: description and features
4. Structured products
5. Currency market
1. Investment funds and companies. Recap
2. Selection of investment funds
3. Characteristics and strategies of hedge funds
1. Credit: characteristics and associated risks
2. Guarantees, leverage and insolvency management
3. Mortgage products
4. Real estate market and investment
1. Portfolio allocation and monitoring practice
2. Wealth management through personal financial planning
3. Retirement planning: financial goals and budgeting
4. Strategies for retirement planning: product selection and redemption options
5. Ethics in financial advisory
1. Tax planning for individuals
2. Tax planning for companies
3. Taxation of non-residents
Learn from a faculty of active professionals
CFA®, CEFA. Consultant specialized in financial training. Professor at Instituto de Estudios Financieros (IEF) in the areas of derivatives, fixed income, equities, and portfolio management.
Over 10 years of experience in senior roles within equity research and investment strategy departments at major national institutions.
Degree in Economics from Universitat Pompeu Fabra. CFA® charterholder since 2001.
Choose the program that best suits your needs
Streaming
Learn in a group and intensively
- 3 months
- Spanish
- M & W 5pm-9pm
- Clases en streaming
- Autoestudio online
- -
- EFA Level II (EFPA Spain)
- 1270€
Online
Study independently, with great flexibility
- 8 months
- Spanish
- -
- -
- -
- EFA Level II (EFPA Spain)
- 950€
