EFPA – MiFID II: What impact on the financial advisory world in Europe?

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Press conference: MiFID II – What impact on the financial advisory world in Europe?
16/09/2015

In January 2017, the MiFID II Directive will become applicable with the aim of making financial markets more efficient and transparent. In their transposition work, national authorities are facing challenges requesting the expertise of well-trusted bodies.

EFPA, the association representing the financial planning and advisory professionals, has conducted a Voice of the Market study based on a series of conversations with leading stakeholders to assess how recent market and regulatory changes will shape Europe’s financial advisory world.

What are their views ahead of these important regulatory challenges?
How should MiFID II be interpreted at national level?


About EFPA

The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behaviour 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 programmes 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.


EFPA Secretariat

Avda. Josep Tarradellas nº. 123-127, 2nd Floor

08029 Barcelona, Spain

http://www.efpa-eu.org/

german.guevara@efpa.es

Tel. +34 933 173 498

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