Santander Asset Management has been the latest firm to join the list of entities that have teamed up with the Spanish delegation of the European Financial Planning Association (EFPA) to improve the qualifications of financial advisers in Spain.
The asset management division of Santander has partnered with EFPA Spain to boost quality advisory services through the promotion on ongoing training for the professionals of the sector.
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 involves that Santander AM will support EFPA Spain's training programs, conferences, and seminars aimed at helping advisers to renew their 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 75 the number of deals of this kind that EFPA Spain has reached with other financial firms including banks, international wealth firms and fund managers.
Capital Strategies Partners, Fidentiis Gestión, Legg Mason, Value Tree, and BNY Mellon IM are some of the firms backing EFPA Spain in the promotion of Spanish financial advisers' training.