EFPA France

What EFPA France does

EFPA France is a nonprofit professional certification association, organized under the French law of 1901, founded in 2009 and headquartered in Puteaux (La Défense). It administers the European Financial Advisor (EFA) and European Financial Planner (EFP) certifications to wealth management and financial advisory professionals in France, with a certified membership exceeding 92,000 individuals. The organization is the French national member of the broader EFPA Europe network, which covers 16 countries and over 100,000 professionals continent-wide.

The organization's core product is its two-tier certification pathway, delivered through a network of seven accredited training programs including ESBanque, ESA, Université d'Angers, and BNP Paribas. EFPA France supplements formal certification with continuing education content, such as the Finance Durable educational series launched in early 2025 and the CANDRIAM Academy content partnership established in November 2024, focused on sustainable finance and ethical advisory practice. In 2024 it also conferred the Finance, Ethics & Trust Prize to reinforce brand association with ethical standards.

As a nonprofit association, EFPA France's revenue model is built on certification exam fees, membership dues, and training program accreditation royalties rather than equity-funded growth. The organization has increasingly positioned itself in regulatory dialogue, most notably through a 2026 partnership with FECIF on the European Savings and Investment Union, signaling an intent to align its credentialing standards with EU-level advisory frameworks and expand relevance across the European market.

Name

EFPA France

Legal name

Association de Certification aux Métiers du Conseil et de la Gestion de Patrimoine (ACMCGP)

Website

https://efpa-france.fr

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

EFPA France is a nonprofit association that certifies wealth management advisors in France through its EFA and EFP credentials, serving 92,000+ certified members via a network of accredited training programs and European-level advocacy.

Ownership category

akta.pro rank

Product category

Professional Certification Services — Financial Advisory

NAICS

Colleges, Universities, and Professional Schools (61131)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industry

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD)

Keywords

• Professional certification services
• Wealth management accreditation
• Financial advisor credentials
• Training program accreditation
• Continuing professional education

Headquarters

HQ city

Puteaux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Certifications: EFPA France generates revenue through certification fees for EFA and EFP professional credentials, including initial certification examinations and biennial renewal fees. Certified professionals pay annual membership dues to access member services and maintain their credentials.
2. Training Accreditation Services: Accreditation fees charged to training institutions, schools, and universities seeking EFPA endorsement for their wealth management programs. Includes initial accreditation and annual re-accreditation charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

EFPA France is a professional association that certifies financial advisors and wealth management professionals in France through two main credentials — EFA (European Financial Advisor) for entry-level advisors and EFP (European Financial Planner) for advanced wealth managers. It also accredits training programs delivered by partner institutions and universities, and provides certified members with a digital services platform offering resources, networking, and visibility tools. Recertification is required every two years with documented continuing education hours.

Product overview

EFPA France is a professional certification and accreditation association for wealth management advisors in France, operating since 2009. The organization offers two professional certifications: EFA (European Financial Advisor) for entry-level financial advisors and EFP (European Financial Planner) for advanced wealth management planners. It also provides accreditation services for training programs through partner institutions (ESBanque, ESA, Université d'Angers, BNP Paribas). Certified members gain access to an online services platform offering knowledge resources, networking opportunities, and visibility features. The organization also publishes educational content through its 'Finance Durable' series and organizes the French-speaking Finance, Ethics & Trust Prize competition.

Differentiator

Problem solved

Functional benefit

Products and services

• EFP — European Financial Planner Certification Advanced professional certification (European level 6 minimum) for wealth management planners. Requires a 100-question QCM exam (70% pass rate), a case study (10/20 written or 14/20 oral), minimum 2 years of experience, and 30 hours of continuing education annually (60 hours biennial). Certification is valid for 2 years.
• EFA — European Financial Advisor Certification Entry-level professional certification (European level 5) for financial advisors covering client financial situation analysis, formulation of simple proposals, and recognition of scenarios requiring expert intervention. Requires a 100-question QCM exam and case study (minimum 10/20 average), with 20 hours annual continuing education for renewal.
• Training Program Accreditation Service Accreditation service for training programs in wealth management offered by training centers, universities, and continuing education providers. Programs undergo annual quality control and are featured on the EFPA website for certification candidates. Currently 7 programs are accredited by EFPA France.
• Recertification Program Biennial recertification service requiring proof of continuing education hours to maintain EFA or EFP certification. EFA holders must complete 20 hours/year (40 hours biennial); EFP holders must complete 30 hours/year (60 hours biennial). Eligible sources include courses, conferences, distance learning, internal training, and published articles.
• Certified Member Services Platform Online platform providing certified members with knowledge resources (event calendar, articles, European formalities), networking tools (European contacts, regional synergies, sponsorship/parrainage program), and visibility features (recognition, international meetings, client visibility) via the Espace adhérents portal.
• Certified Advisor Directory Public online directory allowing individuals and businesses to search and locate certified EFA and EFP advisors by country, department, postal code, and last name. Provides visibility for certified professionals and quality assurance for end clients seeking ethical financial advisory services.

Quantifiable outcome

• 92,000 certified members in France representing the largest professional network of financial advisors in the country
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

16 partnerships are on record, tiered core, minor and major.

• FECIF (Fédération européenne des conseillers financiers et intermédiaires financiers)coreStrategic or Co-development Partner · 21 May 2026European federation of financial advisors collaborating with EFPA Europe on joint advocacy to the European Commission regarding the Savings and Investment Union (EU). Joint letter submitted to Commissioner Maria Luís Albuquerque in May 2026 emphasizing professional financial advice for investor participation.
• CANDRIAM AcademyminorChannel Partner/ Reseller/ Distributor · 21 November 2024CANDRIAM Academy's e-learning biodiversity module (4 hours) accredited by EFPA France as continuing education, equivalent to 2 hours of training credits. Free for certified members.
• Université d'Angers - Faculté de droit, d'économie et de gestioncoreStrategic or Co-development Partner · 5 September 2024Partnership signed September 5, 2024 conferring member partner status to the university. ESEMAP (École supérieure d'économie et de management des patrimoines) at Université d'Angers offers EFPA-accredited Master programs (M1-M2 Gestion de patrimoine) and DU Conseiller en gestion de patrimoine for EFP certification preparation. Programs re-accredited in 2024.
• ANACOFI (Association Nationale des Conseils Financiers)coreStrategic or Co-development PartnerNational association of financial advisors partnered with EFPA France for member referrals, professional development, and industry advocacy. ANACOFI relays educational content and regulatory updates to its members.
• CNCEF (Chambre Nationale des Conseillers Financiers)coreStrategic or Co-development PartnerNational chamber of financial advisors partnering with EFPA France for professional certification awareness, training support, and industry representation activities.
• La Compagnie des CGP-CIFcoreStrategic or Co-development PartnerProfessional association for wealth management advisors (Conseillers en Gestion de Patrimoine) collaborating with EFPA France on certification standards and member services.
• ESBanque (École supérieure de la banque)coreChannel Partner/ Reseller/ DistributorAccredited training institution offering three EFPA-certified programs: Bachelor Conseiller Patrimonial Agence (CPA), Licence professionnelle Conseiller de clientèle expert (CCE), and Master Conseiller patrimonial agence (CPA) in alternance. Programs prepare candidates for EFA certification.
• ESA (École supérieure d'assurances)coreChannel Partner/ Reseller/ DistributorAccredited training institution offering EFPA-certified Expert en ingénierie patrimoniale program (RNCP Level I) for EFP certification preparation.
• BNP Paribas - Private BankingcoreChannel Partner/ Reseller/ DistributorInternal training programs for private bankers and wealth management professionals accredited by EFPA France. Programs include Banquier privé and Gestion de fortune France designations.
• L'Observatoire de la FinancemajorStrategic or Co-development PartnerAcademic observatory partnering with EFPA France for the French-language Finance, Éthique & Confiance Prize, the francophone chapter of the Global Prize Ethics and Trust in Finance. Prize rewards researchers under 35 for ethical finance research.
• KEDGE Business SchoolmajorStrategic or Co-development PartnerBusiness school hosting the Finance, Éthique & Confiance prize ceremony and providing MSc Sustainable Finance students who won the 2024-2025 competition. Partnership supports ethical finance education and research.
• Centre des Professions FinancièresmajorStrategic or Co-development PartnerProfessional association organizing the annual Convention des Professions Financières (15th edition in 2024) on topics including ecological urgency. EFPA France participates and relays these events to members.
• Lyon Place FinancièreminorStrategic or Co-development PartnerFinancial center organizing the inaugural Forum de la Finance Responsable in November 2024 on adaptive economy themes. EFPA France relays and participates in this event.
• CercleLabminorGTM or Marketing PartnerProfessional network partnered with EFPA France for wealth management events, with member pricing for certified professionals on CercleLab activities.
• Finance Innovation (Pôle de compétitivité mondial)minorGTM or Marketing PartnerGlobal competitiveness cluster for finance innovation partnering with EFPA France on industry development and innovation initiatives.
• CIFA (Convention of Independent Financial Advisors)minorGTM or Marketing PartnerInternational association of independent financial advisors partnered with EFPA France for cross-border professional networking and industry representation.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• CAIA Association: Global issuer of the Chartered Alternative Investment Analyst credential for investment professionals. Comparable to EFPA France as a specialized professional certification body operating on annual membership dues and continuing-education requirements across multiple jurisdictions.
• Chartered Institute for Securities & Investment (CISI): UK-based professional body offering financial-services certifications, continuing education, and membership services. Comparable to EFPA France in scope (certification + CE for advisory professionals) and in its pursuit of cross-border recognition across European markets.
• CFA Institute: Global issuer of the CFA charter, the most recognized investment-professional credential. Directly comparable to EFPA France because both organizations sell professional certification, accreditation of training programs, and continuing education to financial advisors competing for the same wallet share of advisor credentials.
• CFP Board: US-based organization issuing the CERTIFIED FINANCIAL PLANNER™ certification. Directly comparable as a leading national financial-planner certification body enforcing recertification, CE hours, and an online public directory of certified professionals.

Others

• La Compagnie des CGP-CIF: French professional association of Conseillers en Gestion de Patrimoine. A partner of EFPA France on certification standards and member services, and a peer because it serves the same CGP-CIF target market with potential overlap in certification and accreditation activity.
• ANACOFI: France's national association of financial advisors. Listed as a peer because it is a partner of EFPA France in member referrals and professional development, while also serving the same CGP and advisor base — a potential competitor if it chose to verticalize into certification.
• EFPA Europe: Umbrella association coordinating EFPA-affiliated national bodies across 16 European countries. Listed as a peer because it is the network parent of EFPA France and effectively controls brand, examination standards, and cross-border recognition — a governance and revenue-distribution counterparty rather than a direct competitor.
• FECIF: European federation of financial advisors and intermediaries. Peer because EFPA France and FECIF jointly engage EU institutions on advisor professional standards, and FECIF represents an alternative European-wide institutional channel that competes for influence over advisor credentialing policy.
• CNCEF: France's national chamber of financial advisors (Chambre Nationale des Conseillers Financiers). Comparable because, like EFPA France, it supports advisor professionalism, training recognition, and industry representation for the same wealth-management segment.

Broad incumbents

• Financial Planning Standards Board (FPSB): Global owner and licensor of the CFP marks across territories. Comparable to EFPA France because FPSB licenses affiliate bodies (which issue the CFP mark nationally) and competes with EFPA for the same 'gold-standard financial planner' positioning across multiple European markets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/efpa_fr
• LinkedInlinkedin.com/company/efpa-france

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EFPA France