QFAs – Get to know the European Financial Advisor™ (EFA) Designation
Event Details
Free
Date and Time
Thu, 24 February 2022
12:00 - 12:30
Location
Online Via Zoom
Event Details
Free
Date and Time
Thu, 24 February 2022
12:00 - 12:30
Location
Online Via Zoom
IOB has formalised an agreement with the European Financial Planning Association (EFPA) to allow Qualified Financial Advisors (QFAs) who are active IOB members to avail of the European Financial Advisor™ (EFA) designation in addition to their QFA designation.
At this live event it is our pleasure to introduce Emanuele Maria Carluccio who is the Chairman of EFPA EUROPE and Marta Gellova who is 1st ViceChairPerson of EFPA EUROPE.
Emanuele will speak about EFPA, while Marta will discuss the value that EFPA brings to the European cross-border financial advisory landscape.
The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.
The registration for the event will close once we reach capacity or at 2pm the day before the event.
Emanuele Maria Carluccio
CHAIRMAN – EFPA EUROPE BOARD REPRESENTATIVE – EFPA ITALY
Other professional activities Full Professor of Banking and Finance at Verona University Senior Professor at SDA Bocconi Business School Board Member of FECIF, the European Federation of Financial Advisers and Financial Intermediaries
Member of the Consultative Working Group of the Investor Protection and Intermediary Standing Committee (IPISC) at ESMA Member of the expert practitioner panel on PEPP, at IOPA Board Member at Eurizon Capital SGR and Eurizon Real Asset SGR (IntesaSanpaolo Group) Partner of Benchmark and Style and Quantalys
Marta Gellova
1ST VICE-CHAIRPERSON – EFPA EUROPE CHAIRPERSON – EFPA CZECH REPUBLIC
Other professional activities Member of Consultative Committee of FECIF (European Federation of Financial Advisers and Financial Intermediaries)
Member of Advisory Board of CIFA (Convention of Independent Financial Advisors – an NGO in general consultative status with the ECOSOC of the UN) Chair of the Supervisory and Audit Committee of the Czechoslovak Foreign Institute Chair on an Audit Committee of Prague Transport Company Member of an advisory body of the Czech Government Elected member of the City of Prague Assembly
