EFPA is the leading professional standards body for financial advisors and planners in Europe, with more than 100,000 certificate holders across 13 countries, including over 10,000 ESG Adviser certificate holders. EFPA responds to this consultation in that capacity. We welcome the opportunity to contribute to this important and timecritical consultation.
EFP
European Financial Planning Association (EFPA)
Industry association · Belgium · EU Transparency Register 254633518956-57
4
positions filed
in the 665 files tracked
4
legislative files
of 665 tracked
3
with a full position paper
attached to a submission
Counts here are a floor, never a total: they cover the 665 consultation files tracked so far (57,774 submissions, mostly 2021–26), so an organization's real filing history is larger, not smaller.
Who they are
Among the 410 trade unions and professional associations on this site, they rank #159 by legislative files engaged, a count of participation, not a measure of influence.
0.6
declared lobbying FTE
self-declared
€10K+
declared costs / yr (floor)
0
EP accreditations
as declared to the register
2015
in the register since
Declares membership of
- EFPA is a member of FECIF, The European Federation of Financial Advisers and Financial Intermediaries http://www.feci…
Self-declared to the EU Transparency Register (snapshot 14 Oct 2026).
- Register category
- Trade unions and professional associations
- Registered as
- EUROPEAN FINANCIAL PLANNING ASSOCIATION (EFPA)
- Head office
- Brussels, Belgium
Self-declared to the EU Transparency Register (snapshot 14 Oct 2026); cost bands are floors, not audited totals. Reused under Commission Decision 2011/833/EU.
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Their record over time
European Financial Planning Association (EFPA) filed 4 positions between 5 Dec 2022 and 4 Dec 2025, across 4 of the 665 legislative files tracked here, attaching a full position paper 3 times.
2022 · 1 filed2023 · 1 filed2025 · 2 filed
What they argued
As a leading professional body for financial advisors and planners in EU, gathering a community of over 90 000 professional certificate holders, at EFPA we believe that today it is one of our key goals and motivations to make skills matter in the process of implementing the new RIS.
The European Financial Planning Association (EFPA) is a standards-setting and qualifications-accrediting body operating within the European financial services sector. Established to serve the interests of both professional financial advisors and their clients, EFPA aims to raise public awareness of its members' activities and ensure their adherence to the professions ethical and regulatory standards.
The European Year of Competences 2023 can be an important lever for finding solutions and actors to update and improve skills. This year will start in a context where the labor markets of EU countries are increasingly faced with the need for new talents, and in a context of perpetual technological disruption and in an environment where working life is increasingly changing.
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Turns up on the same files
Organizations that also filed on at least two of the same consultations. A shared interest in the same dossiers, not evidence of coordination, and we do not suggest any.
Showing 5 of 36.
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Everything on this page comes from European Financial Planning Association (EFPA)’s own submissions to the European Commission. We have added nothing and interpreted nothing. If something is wrong or out of date, email info@policyspeak.com and we will correct it. If you are an individual named in a record, our privacy policy sets out your rights to correction, objection and removal.
Quotes are verbatim from submissions published by the European Commission, trimmed to their opening passage and never summarized by a model. Organizations only, never individuals. Reused under Commission Decision 2011/833/EU; the European Commission is not liable for this reuse.