EIP Certification Program (EFPA)
Get your EIP (EFPA Spain) certification and certify your professional suitability as a financial advisor
The EIP (EFPA Spain) Certification Program will provide you with the knowledge necessary for wealth management and financial advisory.
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 EIP Level I (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
Certification
You will prepare to successfully pass the official EFA Level I (EFPA Spain) Certification exam
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.
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 EIP (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 sessions
- Applied theory
- Case studies
- Online tests
1. Product banking vs client banking
2. Personal banking, private banking and financial services
3. New client needs. Investment objectives
4. Gathering information and assigning client investment portfolios
5. Investment planning
1. Basic concepts: financial capital and financial operation
2. Simple capitalization and discounting
3. Compound capitalization and discounting
4. Profitability of financial operations
5. Basic statistics for portfolio management
6. Profitability and risk. Diversification
1. Analysis of indicators and economic cycles
2. The financial system
3. Monetary policy and markets
1. Fixed income
2. Equities
3. Futures and options
4. Currency market
5. Complex financial products
1. General description of funds
2. Descriptive classification of investment funds (I)
3. Descriptive classification of investment funds (II)
4. Profitability and risk of funds
1. Concept and types of insurance. Risk management
2. Legal framework of the insurance contract
3. Personal coverage, public and supplementary social security
4. Life, accident, health and property insurance
5. Insurance planning: Company and personal insurance
6. Pension plans and funds
1. Taxes affecting wealth management
2. Taxation of main financial products
1. Regulatory compliance
2. Ethics in financial advisory
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
- T & Th 5pm-9pm
- Clases en streaming
- Autoestudio online
- -
- EIP Level I (EFPA Spain)
- 930€
Online
Study independently, with great flexibility
- 8 months
- Spanish
- -
- -
- EIP Level I (EFPA Spain)
- 550€
