Online Training
European Financial Planning Course (EFPA)
240 hours
Spanish
Educational institutions

Request information
Online Training
240 hours
Spanish
Educational institutions

Request information
Multilingual support
Digital certificate included
Assistant Phia
- Establish and define the client-planner relationship, to obtain relevant financial information from the client, analyze and evaluate the current financial situation, identify financial objectives, develop and execute the personal financial plan and conduct a periodic review of the financial plan.
Business Administration and Management / Finance and Insurance
This European Financial Planning Course (EFPA) prepares you to specialize in European Financial Planning (EFPA) within the Professional Family of Business Administration and Management and more specifically in the area of knowledge of Finance and Insurance, all with the sole objective of: Establishing and defining the client-planner relationship, to obtain relevant financial information from the client, analyze and evaluate the current financial situation, identify financial objectives, develop and execute the financial plan.