Overview
Lobbying Costs
150,000€
Financial year: Jan 2014 - Dec 2014
Lobbyists (Full time equivalent)
0.75 Fte (3)
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 EFPA European Financial Advisor™ and EFPA European Financial Planner™ 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, nationally and throughout Europe.
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. The advisers will have the knowledge, skills and ethical attitudes required to serve as financial trustees for the clients’ finances.Main EU files targeted
MiFID II, FiFIR, CMU (Capital Markets Union), IDD (Insurance Distribution Directive) CEDEFOP initiatives, EC Skills and VET agenda.
Address
Head Office
Av. Josep Tarradellas 123, 2nd floor
Barcelona 08029
SPAINEU Office
Square Eugène Plasky 92-94, B1
Brussels A1030
BELGIUM -
People
Total lobbyists declared
3
Employment time Lobbyists 25% 3 Lobbyists (Full time equivalent)
0.75
Lobbyists with EP accreditation
No lobbyists with EP accreditations
Complementary Information
EFPA Chairman is member of IPISC of ESMA. This consultative group meets twice a year.
EFPA Executive manager deals with EFPA projects described in No.9, with some support of external parties.Person in charge of EU relations
Mr Karim Zouhdi (Executive Manager)
Person with legal responsibility
Mr Josep Soler-Albertí (Chairman)
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Categories
Category
II - In-house lobbyists and trade/business/professional associations
Subcategory
Trade unions and professional associations
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Networking
Affiliation
None declared
Member organisations
None declared
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Financial Data
Closed financial year
Jan 2014 - Dec 2014
Lobbying costs for closed financial year
150,000€
Other financial info
EFPA budget for 2015 is 168.608€. Funding sources are exclusively membership fees (fixed and variable according to individual certificates and members in each country)
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EU Structures
Groups (European Commission)
None
ACC
ESMA IPISC (Investor Protection and Intermediaries Standing Committee)
Groups (European Parliament)
None
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.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 proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.