There is no greater force for change than a community that supports each other.
Becoming a member of our association will mean that you will gain a new partner on the road to success. We’ll help you realize your career goals and enable you to realize your vision of success not only with the support of our career department, but also with the opportunity to learn, network and gain experience that is incredibly valuable to your work experience.
Practice support
No matter how long you’ve been in the financial world, you can count on our membership to be there for you every step of the way. We will be your partner in realizing your business and career goals.
Coaching -
Membership also includes the opportunity to take part in a number of coaching programmes through which you will have the opportunity to develop your knowledge and gain valuable experience. At the same time, membership will give you access to a range of programmes that will take your business to new heights.
Business Insights
As part of the EFAA, we are committed to providing you with the information you need to improve the service you receive. We select the most relevant and up-to-date content covering the spectrum of issues facing business owners in the financial planning profession and the financial services industry.
Job Opportunities
For our part, we not only work with firms to make it easier for them to find ideal candidates in the financial advisory sector, but we also support those looking for their next career opportunity, providing our members with the most relevant job offers.
Networking
As a member of our community, you will have the unique opportunity to be part of a confidential environment, connect with other professionals and create a space for open discussion of ideas and strategies that will advance your personal career.
Online communities
For a financial advisor, a community of peers who support each other and on whom you can rely at any time is undoubtedly an invaluable element. As part of our membership, you’ll gain connections with financial advisors from around the world.
Diversity, Equity & Inclusion
We aim to be a safe place where all our members can be themselves and share their professional and personal journey together. We strive to create a culture where diversity is seen as our value and to elevate the strength of our community.
Education
Lifelong learning is an integral part of every financial advisor’s profession. It is part of the process that enables us to provide ever better and more professional services in the face of an ever-changing environment.
Lifelong learning
Members of our community have access to educational programs that are accredited by our association and delivered through institutes that have been vetted by our association and that we stand behind.
Webinars
As part of the process of supporting our members, we also hold regular internal webinars with experts from around the world to help members of our community broaden their horizons and gain new experiences.
Internships
With regard to the development of practical skills, we work with many major financial institutions through which our members have the opportunity to participate in various internships.
Advocacy
Through the work of branch volunteers, committees and staff, we represent the interests of financial advisers while keeping the public interest as high as possible.
Leadership
All our members can not only enjoy all the benefits our association offers, but also participate in the active leadership of our association and participate in its continuous improvement. We therefore allow all our members to have active discussions with our Board of Directors and all committees.
Media Engagement
Every member of our community is an expert with a wealth of knowledge and experience. Those members who are interested in speaking in public and participating in public debate, or educating the general public about finance through the media, have our full support and we create a background that makes this path much easier.
Pro Bono
Within our community, we connect financial counseling professionals with individuals, families or other groups in need to give them access to financial counseling so they can get on a path to a better standard of living and get their finances in order.