EFPA – PFS Membership recognition in the EU
Post-Brexit, the ability for Personal Finance Members to practice in the EU has changed.
Advisers who still seek to practice in the EU are able to continue to do so, thanks to a partnership we had already put in place with other awarding bodies across Europe.
Through the Personal Finance Society’s membership of the European Financial Planning Association (EFPA), PFS members can automatically claim an EPFA certificate that is recognised by qualification bodies in 11 countries in the EU, including Spain, Germany and Italy. Once a PFS member has an EFPA certificate, they are able to go through a bridging process which will enable them to use their UK qualifications in many EU states.
About EFPA
EFPA is the leading professional standards setting body for financial advisers and planners in Europe, with a focus on building public confidence and trust. EFPA influences the market behaviour of its certificate holders by guiding these professionals in knowledge, skills, lifelong learning, behaviour and ethics.
How to obtain your EFPA certificate
You can download your EFPA certificate from the MyPFS section.
About EFPA certificates
Personal Finance Society members holding the Diploma in Financial Planning or Diploma in Regulated Financial Planning will be granted EFPA European Financial Advisor® (EQF 5) certification and eligibility to use the EFA designation.
Members holding the Advanced Diploma will be granted EFPA European Financial Planner® (EQF 6) certification and eligibility to use the EFP designation.
Learn more about these certification levels: https://efpa-eu.org/index.php/standards-qualifications/
