Capital Strategies joins EFPA Spain to promote financial advisers' qualifications

Eugenia Jiménez
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Capital Strategies joins EFPA Spain to promote financial advisers' qualifications

Madrid-based advisory firm Capital Strategies Partners has been the latest to team up with the Spanish delegation of the European Financial Planning Association (EFPA) to improve the qualifications of financial advisers in Spain.

The agreement involves the launch of various training courses and educational conferences aimed at preparing advisers for the re-certification of the following qualifications: European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP).

The deal implies that Capital Strategies Partners will support EFPA Spain's training programs, conferences, and seminars aimed at helping advisers to renew their qualifications and professional certificates, while the association will help the adviser in the spread of any activity aimed at increasing the presence of new developments in the field of portfolio management and the hiring of any financial instrument.

The partnership, which aims to encourage the continuous development of professionals in the sector, raises to 74 the number of deals of this kind that EFPA Spain has reached with other financial firms including banks, international wealth firms and fund managers.