EFP Certification Program (EFPA)
Get your EFP certification and certify your professional suitability to perform high-level, complex personal financial planning tasks.
With the EFP certification program you will acquire the knowledge, analytical and application skills necessary to successfully pass the demanding EFP™ certification exams and demonstrate your professional ability to perform high-level financial planning tasks.
This course is accredited by the EFPA Spain association to access the EFPA European Financial Planner (EFP)™ certification exam, and approved by the CNMV meeting MiFID2 requirements. This accreditation ensures the high level of the course for the complete acquisition of the professional competencies of a Personal Financial Planner, a personal and private banking professional able to manage complex clients and assets, as well as a Senior Financial Advisor in any investment services entity.
Program approved by EFPA valid as 30 hours of recertification for the EFA accreditation once the exam is passed.
The offer ends in:155 días 3 h 4 m 30 s
What will you achieve?
The teaching team, made up of professionals in the different areas of the EFP (EFPA) Certification Program, will boost your learning. Through online self-study, case studies, theoretical classes, conferences and seminars, you will achieve:
Professional development
You will acquire the knowledge, skills and analytical ability to perform the highest-level financial planning tasks.
Specialization
You will obtain the highest-level professional competencies as a financial advisor and planner.
Certification
You will prepare to successfully pass the official EFP (EFPA Spain) Certification exam.
Who is it for?
The program is aimed at financial professionals who hold the EFA (EFPA Spain) Certification and want to reach the highest level in financial advisory. It is also aimed at professionals who have the CFA, CEFA, FRM, CAIA, CIIA, PRMIA and CFP certifications and qualifications, provided they have been obtained in the last ten years.
Where will you be able to work?
The EFP (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 planning
Streaming sessions
- Applied theory
- Case studies
- Online tests
1. Monetary and fiscal policy and financial markets
2. Fixed income
3. Derivatives
1. Hedge funds
2. Commodities
3. Private equity
4. Real estate investment
1. Review of basic EFA concepts
2. Uncertainty and risk
3. Risk-adjusted return indicators
4. Management styles
5. Investment methods
1. Ethics
2. Legal framework
3. Family and inheritance law
1. Family wealth management
2. Family protocol
3. Financial statement analysis
4. Business valuation
1. Tax framework for tax planning
2. Tax planning for income from financial products
3. Real estate investments and tax planning
4. Tax planning and inheritance and gift tax
5. International investments and tax planning
1. The Personal Financial Planning (PFP) process
2. Determining client objectives and constraints. Gathering information
3. Analysis and evaluation of the client’s economic-financial situation
4. Preparation of recommendations and alternatives in the plan
5. Assessment, control and periodic review of the plan
6. Financial planning software
7. Use of Excel in Personal Financial Planning (PFP)
8. Insurance planning
9. Retirement planning
1. Simulation test
2. Set of practical exercises as a replica of potential EFP exams from EFPA Spain
3. Specific tests to prepare for the EFP exam from EFPA Spain
Learn from a faculty of active professionals
Eloi Noya has developed his professional career in the financial sector, holding executive positions at Banco Pastor, Caixa Catalunya, and CatalunyaBanc. After 20 years in the industry, in 2013 he co-founded the fintech startup LoanBook Capital, which became a leader in marketplace lending in Spain.
He currently combines his role as Director of Institutional Relations at the financial consultancy Altria Corpo with his position as Director of Innovation at Instituto de Estudios Financieros (IEF).
Eloi has been a professor at IEF since 2017, teaching subjects related to Fintech and Technological Innovation in Finance. He is also an academic collaborator at other business schools such as ESADE, EAE, and GBSB, where he lectures on Capital Markets, Fintech, Digital Banking, Entrepreneurial Finance, and Digital Business Models.
Eloi Noya holds a degree in Business Administration and Management from ESADE, a Law degree from Universitat Oberta de Catalunya, and an Executive Master in Digital Business from ESADE. He earned the EFA and CEFA financial advisor certifications from IEF.
He is a regular speaker at forums on alternative finance, fintech, and blockchain.
Learn online with personal support
Streaming sessions
Study independently, with great flexibility
- 6 months
- Spanish
- F 5pm-9pm
- Clases en streaming
- Autoestudio online
- -
- EFP (EFPA Spain)
- 2380€
