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Project €uropean Financial Advisor

Project €uropean Financial Advisor. Aim. To establish: A Core Competence Framework and, An Educational Competence Assessment tool… for the €uropean Financial Advisor. Objectives. To specify the core competences for the €uropean Financial Advisor,

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Project €uropean Financial Advisor

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  1. Project €uropean Financial Advisor

  2. Aim To establish: • A Core Competence Framework and, • An Educational Competence Assessment tool… for the €uropean Financial Advisor

  3. 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.

  4. 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] Developfull 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]. Activities [Outcomes]

  5. 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] Activities [Outcomes] 2

  6. 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: Wyższa Szkoła Finansów i Bankowości (Higher Finance and Banking School WSFIB) ~ Private university • Poland:Warszawski Instytut Bankowości (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

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