Entity
  • EFPA Italia

    Created in 2002
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    3,239 9,095 9,095
  • Activities

  • Entity types

  • Location

    Via Fabio Filzi, 8, 20124 Milano MI, Italy

    Milano

    Italy

  • Employees

    Scale: 2-10

    Estimated: 78

  • Engaged corporates

    2
    0 1
  • Added in Motherbase

    1 year, 6 months ago
Description
  • Value proposition

    [Automatic translation follows] EFPA Italia was founded in 2002 thanks to the work of ANASF (Associazione Nazionale Promotori Finanziari), as a Founding Member.
    It is a Foundation and promotes quality training standards, certifies courses and organizes EFP European Financial Planner, EFA European Financial Advisor, EIP European Investment Practitioner and ESG level exams.
    EFPA Italia is affiliated with EFPA European Financial Planning Association, an independent Association, based in Brussels, of which 12 European nations are members.
    The purpose of the Association is the development of financial planning in Europe, through the definition of principles, training programs and evaluation guidelines that constitute the basis for the construction of a reference professional profile in Europe in financial planning.
    Professional certification

  • Original language

    EFPA Italia nasce nel 2002 grazie all’opera di ANASF (Associazione Nazionale Promotori Finanziari), in qualità di Socio Fondatore.
    É una Fondazione e promuove standard formativi di qualità, certifica corsi e organizza esami di livello EFP European Financial Planner, EFA European Financial Advisor, EIP European Investment Practitioner ed ESG.

    EFPA Italia è affiliata a EFPA European Financial Planning Association, un’Associazione indipendente, con sede a Bruxelles, della quale fanno parte 12 nazioni europee.
    Scopo dell’Associazione è lo sviluppo del financial planning in Europa, tramite la definizione di principi, programmi formativi e linee-guida di valutazione che costituiscono la base per la costruzione di un profilo professionale di riferimento in Europa nella pianificazione finanziaria.

    Certificazione professionale

  • Efpa Italia – European Financial Planning Association

    EFPA Italia certifica/accredita percorsi formativi e organizza esami finalizzati al rilascio di certificazioni professionali studiate per gli operatori del settore della consulenza in materia di investimenti.

  • https://www.efpa-italia.it/
Corporate interactions BETA
Corporate TypeTweets Articles
Boston Consulting Group (BCG)
Boston Consulting Group (BCG)
Consulting, Business Consulting and Services
Boston Consulting Group (BCG)
Consulting, Business Consulting and Services
Other

4 Nov 2024


Allianz X
Allianz X
Insurance, Venture Capital and Private Equity Principals
Allianz X
Insurance, Venture Capital and Private Equity Principals
Other

3 Dec 2020


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