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Registration as it was on 06 May 2024
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Lobbying Costs

10,000€ - 24,999€

Financial year: Jan 2023 - Dec 2023

Lobbyists (Full time equivalent)

0.65 Fte (5)

Lobbyists with EP accreditation


High-level Commission meetings


Lobbying Costs over the years

  • Info


    EU Transparency Register

    254633518956-57 First registered on 27 Sep 2015

    Goals / Remit

    The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behavior for the financial advisory sector throughout Europe, benefiting the profession, financial firms and clients.
    EFPA offers the European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP) as well as EFPA ESG Advisor professional certifications as the best recognized, respected and highest quality designations available in Europe: we will continue to provide the full range of financial advisory professional education programs, continuous development programs and other services relevant to the Association’s members and the sector’s needs.
    Our vision is that each and every client will be able to benefit from competent, reliable and transparent advice from trusted, certified financial advisers and planners in Europe and beyond.

    Main EU files targeted

    MiFID II, MiFIR, MCD, PRIIPS, CMU (Capital Markets Union), IDD (Insurance Distribution Directive) CEDEFOP initiatives, EC Skills and ECVET agenda, RIS.


    Head Office
    Boulevard Auguste Reyers 80Diamand Building
    Brussels 1030
    EU Office
    Boulevard Auguste Reyers 80Diamand Building
    Brussels 1030


  • People

    Total lobbyists declared


    Employment timeLobbyists

    Lobbyists (Full time equivalent)


    Lobbyists with EP accreditation

    No lobbyists with EP accreditations

    Complementary Information

    EFPA Executive manager deals with EFPA projects described in No.9, with some support of external parties.
    About 25% of the time is dedicated to activities relevant to the Transparency Register.
    EFPA Directors sometimes participate in the meetings at European level related to such activities. On average, 4 Directors x 5% to 10% of time.

    Person in charge of EU relations

    Data not provided by Register Secretariat due to GDPR

    Person with legal responsibility

    Data not provided by Register Secretariat due to GDPR

  • Categories


    Trade unions and professional associations

  • Networking


    EFPA is a member of FECIF, The European Federation of Financial Advisers and Financial Intermediaries

    Member organisations

    None declared

  • Financial Data

    Interests represented

    Promotes their own interests or the collective interests of their members

    Closed financial year

    Jan 2023 - Dec 2023

    Lobbying costs for closed financial year

    10,000€ - 24,999€

    Major contributions in closed year

    None declared

    Intermediaries for closed year

    cattaneo zanetto 10,000€ - 24,999€

    Intermediaries for current year

    cattaneo zanetto

    Closed year Costs

    10,000€ - 24,999€

    Other financial info

    Cattaneo Zanetto has been contracted to help monitor all European events and publications relevant for EFPA activities.
    Annual charge is 22,000.000 EUR

  • EU Structures

    Groups (European Commission)

    None declared

    Groups (European Parliament)


    Communication activities

    EFPA is a professional accreditation and certification body for financial advisors and financial planners. Also, EFPA awards several professional certifications, subject to a regular update through continuous professional development all over Europe. As a professional body, EFPA organizes events at local and European level for financial advisors and financial planners.
    On July 2015, EFPA produced the Voice of the Market report (link), consisting of research and analysis to capture the expectations, preferences and aversions of selected [key opinion] leaders and decision- makers.
    On September 2015, EFPA held a press conference with Mr. Markus Ferber (MP), Mr. Wim Mijs (EBF) and Mr. David Wright (IOSCO) to debate the outcome of the Voice of the Market report and lead the debate on the implementation of the investor protection on the framework of MiFID II.
    In 2023, EFPA updated its periodical report ¨Improving Qualifications for Financial Advisors in EU: Policy Proposals¨ studying the degree of implementation of MiFID II and IDD across EU countries.
    On 6 June 2023, EFPA presented the above report during a stakeholders meeting in Paris.
    EFPA participated in the Roundtable for Distribution of retail investment products organised by the EC on 18.7.2023 and is currently part of the industry-led working group.

    Other activities

    None declared

  • Meetings


    1 meetings found. Download meetings

    The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: All information below comes from European Commission web pages.

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