Geneva-based investment firm Quaero Capital has been the latest to partner with the Spanish delegation of the European Financial Planning and Advisory Association (EFPA) for the promotion of continuous training for financial advisers.
This promotion implies the launch of different courses and conferences aimed at preparing advisers for the certificates of European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP).
Through the agreement, Quaero Capital will join those actions supporting EFPA Spain’s task of certification while EFPA will support Quaero in the boost and expansion of those initiatives aimed at promoting financial education.
EFPA Spain has now 57 corporate partners – including some of the main banking entities and asset managers such as Capital Group.
Carlos Tusquets, chairman of EFPA Spain, said: “This agreement will enable us to increase forces for promoting optimal financial advice. With the entry of Mifid II into force, it has become essential for professionals of the industry to be continuously trained in order to provide the best service to clients.”
Amancio Pérez, head of sales Iberia and LatAm at Quaero Capital, said: “This agreement comes to reinforce my commitment with the Spanish market, with a particular focus on independent managers, Eafis, family offices and pension funds, all among our partners from our first days in Spain. I hope our historic alpha generation combined with a local approach help to reach the investment goals of Spanish investors.”