Moving with the times and circumstance in 2019 EFFAS quickly adapted at the start of the pandemic to offer its CESGA certification examination in an online version. This allowed candidates to do the exam with minimal interruption to their schedules already affected by the pandemic. Continuing this digital path EFFAS issued its first batch of…
EFFAS has been setting the standard for investment professionals since 1962
Founded in 1962, EFFAS is a not-for-profit organisation. Its mission is to set the requirement standards for investment professionals, to act as a think tank and centre for discussion and be a European reference in Training & Qualifications.
EFFAS is the umbrella organisation of 15 national, local societies of investment professionals in Europe. EFFAS represents more than 18,000 Financial Analysts, Asset Managers, Pension Fund Managers, Corporate Finance Specialists, Risk Managers, Treasurers and other professional profiles in the investment professions.
EFFAS promotes the development and dissemination of a European Code of Ethics and Professional Conduct.
EFFAS recognizes and respects regional and local market characteristics.
Centre for reflection and think tank
Encouraging research and independent opinion on the Economy, Finance and Financial and Stock Markets with the ultimate goal of setting necessary standards for the finance industry.
Working & Discussion Forum
For qualified professionals and researchers in financial fields and also with the economic and financial authorities in order to facilitate the modernisation and a better understanding of capital markets.
International Reference in Training & Qualification
Designing new professional certifications relevant to the profession. Promoting the recognition among regulators and third parties of the EFFAS Diplomas. Ensuring professional development and continued training through seminars, conferences, professional meetings, etc.
On-line training programmes to prepare the EFFAS Certifications
EFFAS Professional Certifications
With 20 years of expertise, EFFAS promotes the development and dissemination of international professional standards in order to contribute towards a high level of quality in the professional practice of investment professionals.
- The Certified European Financial Analyst (CEFA®).
- The Certified ESG Analyst® (CESGA).
- The ESG Essentials for financial advisors.
High quality standards.
Best academical and professional experts.
EFFAS position papers & surveys
Through its Commissions, EFFAS contributes to supporting the development of financial services
regulation by incorporating the practical knowledge of the professionals. EFFAS shares with the market the expert opinions and conclusions of the debate among qualified professionals within the members of the Federation and the results of surveys of common interest.
• Capital Market Commission (CMC): Capital Market standards and monitoring throughout Europe.
• Commission on Environmental, Social & Governance Issues (CESG): ESG reporting, measurement and valuation.
• Commission on Financial Reporting (CFR): Accounting standards, guidance on analytical methods.
• Training and Qualification Commission (TQC): Standards in education and examinations.
Continuous professional development
Through the seminars and webinars developed in cooperation with our member societies and partners. EFFAS’ conferences and seminars are focused on enhancing the skills and expertise of investment professionals to help them meet the need for continuous professional development at the same time as creating a forum for discussion among professionals and experts.