Overview
Lobbying Costs
10,000€ - 24,999€
Financial year: Jan 2021 - Dec 2021
Lobbyists (Full time equivalent)
0.25 Fte (1)
Lobbyists with EP accreditation
0
High-level Commission meetings
1
Lobbying Costs over the years
-
Info
EUROPEAN FINANCIAL PLANNING ASSOCIATION (EFPA)
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.
Address
Head Office
Boulevard Auguste Reyers 80 Diamand Building
Brussels 1030
BELGIUMEU Office
Boulevard Auguste Reyers 80 Diamand Building
Brussels 1030
BELGIUMWebsite
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People
Total lobbyists declared
1
Employment time Lobbyists 25% 1 Lobbyists (Full time equivalent)
0.25
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.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
Category
Trade unions and professional associations
-
Networking
Affiliation
EFPA is a member of FECIF, The European Federation of Financial Advisers and Financial Intermediaries http://www.fecif.org
Member organisations
None declared
-
Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Jan 2021 - Dec 2021
Lobbying costs for closed financial year
10,000€ - 24,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount cattaneo zanetto 10,000€ - 24,999€ Intermediaries for current year
Name 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
Groups (European Parliament)
N/A
Other activities
None declared
Meetings
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 publish information about such meetings. All information below comes from European Commission web pages.