Overview
Lobbying Costs
10,000€ - 24,999€
Financial year: Jan 2023 - Dec 2023
Lobbyists (Full time equivalent)
0.65 Fte (5)
Lobbyists with EP accreditation
0
High-level Commission meetings
1
Lobbying Costs over the years
-
Info
EUROPEAN FINANCIAL PLANNING ASSOCIATION (EFPA)
EU Transparency Register
254633518956-57 First registered on 27 Sep 2015
Goals / Remit
The mission of the European Financial Planning Association is to set, promote and implement high quality standards for competence and ethical behavior for the financial advisory sector throughout Europe, benefiting the profession, financial firms and clients.
EFPA offers the European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP) as well as EFPA ESG Advisor professional certifications as the best recognized, respected and highest quality designations available in Europe: we will continue to provide the full range of financial advisory professional education programs, continuous development programs and other services relevant to the Association’s members and the sector’s needs.
Our vision is that each and every client will be able to benefit from competent, reliable and transparent advice from trusted, certified financial advisers and planners in Europe and beyond.Main EU files targeted
MiFID II, MiFIR, MCD, PRIIPS, CMU (Capital Markets Union), IDD (Insurance Distribution Directive) CEDEFOP initiatives, EC Skills and ECVET agenda, RIS, SIU (Savings and Investments Union)
Address
Head Office
Square de Meeûs 35Silversquare Europe
Brussels 1000
BELGIUMEU Office
Square de Meeûs 35Silversquare Europe
Brussels 1000
BELGIUMWebsite
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People
Total lobbyists declared
5
Employment time Lobbyists 25% 1 10% 4 Lobbyists (Full time equivalent)
0.65
Lobbyists with EP accreditation
No lobbyists with EP accreditations
Complementary Information
EFPA Executive manager deals with EFPA projects described in No.9, with some support of external parties.
About 25% of the time is dedicated to activities relevant to the Transparency Register.
EFPA Directors sometimes participate in the meetings at European level related to such activities. On average, 4 Directors x 5% to 10% of time.Person in charge of EU relations
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
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Categories
Category
Trade unions and professional associations
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Networking
Affiliation
EFPA is a member of FECIF, The European Federation of Financial Advisers and Financial Intermediaries http://www.fecif.org
Member organisations
None declared
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Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Jan 2023 - Dec 2023
Lobbying costs for closed financial year
10,000€ - 24,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount cattaneo zanetto 10,000€ - 24,999€ Intermediaries for current year
Name cattaneo zanetto Closed year Costs
10,000€ - 24,999€
Other financial info
Cattaneo Zanetto Pomposo has been contracted to help monitor all European events and publications relevant for EFPA activities.
Annual charge is 22,000.000 EUR -
EU Structures
Groups (European Commission)
None declared
Groups (European Parliament)
N/A
Communication activities
EFPA is a professional accreditation and certification body for financial advisors and financial planners. Also, EFPA awards several professional certifications, subject to a regular update through continuous professional development all over Europe. As a professional body, EFPA organizes events at local and European level for financial advisors and financial planners.
On July 2015, EFPA produced the Voice of the Market report (link), consisting of research and analysis to capture the expectations, preferences and aversions of selected [key opinion] leaders and decision- makers.
On September 2015, EFPA held a press conference with Mr. Markus Ferber (MP), Mr. Wim Mijs (EBF) and Mr. David Wright (IOSCO) to debate the outcome of the Voice of the Market report and lead the debate on the implementation of the investor protection on the framework of MiFID II.
In 2023, EFPA updated its periodical report ¨Improving Qualifications for Financial Advisors in EU: Policy Proposals¨ studying the degree of implementation of MiFID II and IDD across EU countries.
On 6 June 2023, EFPA presented the above report during a stakeholders meeting in Paris.
EFPA participated in the Roundtable for Distribution of retail investment products organised by the EC on 18.7.2023 and is currently part of the industry-led working group.
In 2024, EFPA continued its participation in the industry-led working group on RIS. It also sent a Letter to DG Fisma regarding a Savings and Investments Union.
EFPA submitted its contributions to the following public consultations in 2024:
Targeted consultation on artificial intelligence in the financial sector (September, 2024)Other activities
None declared
Meetings
Meetings
1 meetings found. Download meetings
The list below only covers meetings held since November 2014 with commissioners, their cabinet members or directors-general at the European Commission; other lobby meetings with lower-level staff may have taken place, but the European Commission doesn't proactively publish information about these meetings. For more information about which commissioner is responsible for which portfolio, check out this link: https://commissioners.ec.europa.eu/index_en All information below comes from European Commission web pages.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
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Date 18 Jul 2023 Location Brussels Subject Distribution of Retail financial products Cabinet Cabinet of Commissioner Mairead Mcguinness Portfolio Financial services, financial stability and Capital Markets Union Attending - Agnieszka Drzewoska (Cabinet member)
- Patricia Reilly (Cabinet member)
- Mairead McGuinness (Commissioner)
Other Lobbyists