Project uropean Financial Advisor

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Project uropean Financial Advisor
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Aim

• To establish
• A Core Competence Framework and,
• An Educational Competence Assessment tool
• for the uropean Financial Advisor

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Objectives

• To specify the core competences for the uropean
  Financial Advisor,
• To create an interactive Educational Competence
  Assessment tool,
• To develop a self-sustaining implementation
  strategy for the new full competence
  qualification,
• To valorise the products by means of a conference
  and dissemination.

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Activities Outcomes

• Project management project meetings, contracts,
  Interim Final Reports,
• Review existing qualifications for Financial
  Advisors across Europe discussion paper
  comparing and contrasting qualifications.
• Specify the core competences for uropean
  Financial Advisor occupational standards of
  competence
• Create a website offering the core competency
  framework and the Educational Competency
  Assessment tool website

• Develop full competency qualification(s) for
  uropean Financial Advisor uropean Financial
  Advisor qualification
• Establish uropean Financial Advisor
  qualification business plan, recommendations for
  institutional set-up, implementation plan.

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Activities Outcomes 2

• Implant FA qualification within Copenhagen
  process and national frameworks place within
  EQF, ECVET, Certificate Supplement, Circular 35,
  common platform status, partner country
  frameworks
• Hold uropean Financial Advisor qualifications
  conference conference

• Valorise project outcomes dissemination within
  partner countries, dissemination to non-partner
  countries, links to ISO standards, develop
  links/plans for related sectors (insurance,
  investment), translation into partner languages
• Evaluation formative feedback to partnership,
  Evaluation Reports

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Partners

• Netherlands European Financial Planning
  Association trans-national professional
  education body
• United Kingdom Cambridge Professional
  Development (CamProf) SME consultancy
• Denmark Finansraadet (Danish Bankers Association
  DBA) professional institution
• Germany Vereinigung für Bankberufs-bildung e.V.
  (Association for Banking Professional Training,
  VBB) Sector training provider
• Spain Asociación Española de Asesores y
  Planificadores Financiero-Patrimoniales (Spanish
  Association of Financial Savings Planners and
  Advisers) professional institution
• Italy Associazione nazionale promotori
  finanziari (National Association of Financial
  Advisers, ANASF) professional institution
• Poland Wyzsza Szkola Finansów i Bankowosci
  (Higher Finance and Banking School WSFIB)
  Private university
• PolandWarszawski Instytut Bankowosci (Warsaw
  Institute of Banking WIB) trade ass-ociation,
  training provider
• United Kingdom Financial Services Skills Council
  Semi-governmental employer
• Switzerland Institut Suisse de Pédagogie pour la
  Formation Professionnelle (Swiss Institute of
  Teaching for Vocational Training ISPFP)
  national research centre