EFA – European Financial Advisor
The EFA or "European Financial Advisor" certificate is one of the quality standards in the financial advisory industry. It is a prestigious title in the field of finance, financial planning and consulting, which is particularly suitable for financial advisors who focus on more demanding clients and want to continuously improve their quality. This specialized training course is a unique form of education and a great tool for professional development as a financial advisor. The certificate is delivered through the EFA Association's accredited study programme, which is the exclusive provider and umbrella organisation for the financial advice and planning industry.
About program
The EFA certification training course is ideal for professionals who want to gain a broader knowledge base, deepen their client relationships, earn more and offer unrivalled expertise in financial planning.
The starting point of the course is to clarify the influence of preferences, life cycle stages and risks in the development of a personal financial plan. The graduate of the course is equipped with the knowledge to deal with modified versions of the financial plan and its crisis management. Upon completion of the course, the student will be equipped with the knowledge and competencies to manage personal finances. The competences acquired in this course are applicable for personal development and in positions in financial institutions in the field of personal counselling.
Curriculum
- Financial planning and principles
- Tax systems
- Capital budgeting and investment appraisal
- Real estate valuation and appraisal
- Investment analysis and portfolio management
- Financial markets and institutions
- Insurance
- Retirement planning
- Banking products
- Legislation, regulation and ethics in investing
- Completion of study
