Online EIA Certification Program (EFPA)
Obtain the EIA European Investment Assistant (EFPA Spain) certification and get the qualification needed to provide information
The EIA (EFPA Spain) Certification Program will provide you with the knowledge necessary to offer investment information in accordance with ESMA guidelines and the criteria they establish regarding knowledge and skills to provide investment information.
What will you achieve?
The teaching team, made up of professionals in the different areas of the EIA (EFPA Spain) Certification Program, will boost your learning. Through online self-study you will achieve:
Professional development
You will acquire the basic concepts to provide truthful and complete information to all those interested in acquiring a financial product.
Specialization
You will acquire the minimum standards necessary to work as an advisor with the required professionalism.
Certification
You will prepare to successfully pass the official EIA (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.
Where will you be able to work?
With the EIA (EFPA Spain) Certification Program you will be able to work in financial institutions providing information to clients.
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
Online methodology with the support of a virtual tutor and open, with a maximum duration of 4 months
- PDF and Scorm material
- Self-assessment exercises
- Videos
- Online tests
1. Basic concepts: financial capital and financial operation
2. Simple capitalization and discounting
3. Compound capitalization and discounting
4. Profitability of financial operations
5. Analysis of indicators and economic cycles
6. The financial system
7. Fixed income
8. Equities
9. Complex financial products
10. Credit: characteristics and associated risks
1. General description of investment funds
2. Descriptive classification of investment funds (I)
3. Descriptive classification of investment funds (II)
4. Profitability and risk of funds
5. Concept and types of insurance. Risk management
6. Legal framework of the insurance contract
7. Life, accident, health and property insurance
8. Pension plans and funds
1. Taxes affecting wealth management
2. Taxation of main financial products
3. Regulatory compliance
4. 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.
Learn online with personal support
Online
Study independently, with great flexibility
- 4 months
- Spanish
- -
- -
- -
- Autoestudio online
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- EIA (EFPA Spain)
- 242€
