Aims and Objectives of €FA project

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To establish:

for the €uropean Financial Advisor.

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.

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]
Develop full 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].
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]

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