Columbia Threadneedle latest to join EFPA Spain for advisory training push

Eugenia Jiménez
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Columbia Threadneedle Investments has been the latest to sign a collaboration agreement with the Spanish delegation of the European Financial Planning and Advisory Association (EFPA) raising to 59 the number of corporate partners that EFPA Spain has.

The deal, aimed at boosting and promoting an enhanced training for financial advisers, involves the launch of different courses and conferences to help advisers obtain the certificates of European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Adviser (EFA) and European Financial Planner (EFP).

The partnership will see Columbia Threadneedle joining – alongside other banking entities and asset managers including BNY Mellon IM or Quaero Capital – all those actions supporting EFPA Spain’s certification task, while EFPA will support BNY Mellon in the boost and expansion of those initiatives aimed at promoting financial education.

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.”

Rubén García, Iberia and LatAm general director at Columbia Threadneedle Investments, added: “As investment funds’ regulations and technology are continuously evolving, we believe is important to boost financial education among society, which may also help us to build the most successful relationships with our clients thanks to their better understanding of our financial products.”

Columbia Threadneedle Investments managed €412bn in assets as of the end of 2017.

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