The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need. The CEFA Quality is controlled by the EFFAS Review Panel. The qualification respects local market requirements, conditions and characteristics as well as individual countries. That’s why the CEFA qualification designation is recognized by various financial regulators.
The training includes both; relevant material to the investment profession (irrespective of where such professionals are located) and a significant coverage of regulatory and market structure material that is closely related to the European market place. To date, over 14,000 professionals are CEFA holders.
The CEFA qualification designation is also particularly aimed for professionals involved in:
Financial analysts, asset managers with asset management companies, pensions funds, life insurance companies, wealth management companies, financial researchers, corporate finance specialists and treasurers, financial journalists, professionals involved in legislation/regulation of the above mentioned fields, professional already working in the investment sector but looking for more specific qualification.
University Degree (bachelor’s degree) or 3 years of experience in a relevant field to the financial profession.
Step 1: Request a registration form by contacting us
Step 2: Fill in and send by email to [email protected]
Step 3: Effect payment
Step 4: Upon receipt of payment registration is processed
| Title: EFFAS Certified European Financial Analyst | Fee |
| Tuition (70 hours) (Available if there are enough number of applicants) | TBA |
| Registration and Certification | Eur 2,500 |
| Resit Fee | Eur 100 |
| National Component Unit – Maltese Financial Regulations | Eur 360 |
Get Qualified is an initiative that supports the personal development of individuals for the achievement of qualifications and certifications required by industry. The incentive is applicable to individuals following a course of studies leading to a certification, diploma, degree or post-graduate degree courses. Upon successful completion the student will benefit from up to 70% tax credit enabling them to recover part of the costs incurred.
EFFAS
The CEFA was set up in 1991. It is accredited in 20 European countries besides Argentina and Brazil and is well recognised by employers.
18 months covering four blocks
Exams are held twice a year, in April and November.
3 hours written examination for each block
Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.
The Certificate in International Advanced Wealth Management is a higher-level qualification for experienced wealth managers and investment advisers.
The Diploma for Financial Advisers (DipFA) is a highly relevant programme of study that develops the knowledge required and enhances skills and practical understanding needed to operate in the field of financial advice.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
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