𝙀𝙙𝙪𝙘𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙍𝙚𝙦𝙪𝙞𝙧𝙚𝙢𝙚𝙣𝙩𝙨 (𝙛𝙤𝙧 𝙣𝙤𝙣-𝙐𝙎 𝙘𝙡𝙞𝙚𝙣𝙩𝙨)
To attain Elite status, candidates must pass the Investment Management Qualification.
For Elite-Pro status, Popular Investors are required to complete Advanced Investment Management Qualification.
📘 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀:
Elite Requirement - Level 3 Investment Qualification:
- CISI - Capital Markets Programme OR International Certificate in Wealth and Investment Management
- EFPA EIA - European Investment Assistant
- EFPA EIP - European Investment Practitioner
- Fitch CWMA - Certified Wealth Management Advisor
- SFAF - Basic Level / Partial Certification
Elite Pro Requirement - Level 4 Advanced Investment Qualification:
- CISI - International Advanced Wealth Management OR Certificate in Investment Management
- EFPA EFA - European Financial Advisor
- EFPA EFP - European Financial Planner
- CIIA - Certified International Investment Analyst
- CFA - Chartered Financial Analyst
- SFAF - Full Certification
CEFA - Certified European Financial Analyst
📥 For CISI / Fitch CWMA exams, follow the steps here -www.etoro.com/posts/833a0980-56cc-11ee-8080-8001525cf662
📤 For all other certifications, submit your certificate here: form.typeform.com/to/auu4Fpj2
* All Popular Investor tiers are eligible for a one-time payment of $1,000 upon successfully completing each exam level. This will be paid as part of your monthly payment cycle.
** Exams are available in multiple languages, depending on the provider.
Once your certificate is approved by the Popular Investor Team, your education status will be automatically updated in your eToro account — no further action required.
If you have any questions or need assistance, feel free to reach out to your account manager.
Best regards,
The Popular Investor Team... Show More
This is the best news I've received in a long time. One thing that worried me was that if I ever reached the AUM required to move up to Elite, I wouldn't be able to prove my knowledge with a certification in my own language. And now this solves all of that — it's truly great news for all of us!
I have... Show More
@popularinvestors
I have achieved CISI Level 3 Certificate in Wealth & Investment Management in 2022, via eToro link, how can I have it recognized on my eToro page, as said yesterday on the PI meeting. ... Show More
Génial mais j'ai commencé a apprendre le CISI lvl4 ... je vais rester là dessus du coup, mais c'est cool pour ceux qui ont déja les autres formations. ... Show More Translate
Do we need to complete all 3 levels of the CFA to qualify for Level 4 (Elite Pro)? And for Level 3, does having CFA Level 1 or Level 2 already count, or is the full CFA certification required?... Show More
Questa è una notizia bellissima per me, in quanto sono iscritto già da un pò di tempo all'albo EFPA proprio con certificazione EIP (professionista europeo negli investimenti).Quindi io con questa aggiunta sono già abilitato per la stella Élite. @popularinvestors... Show More Translate
Lorsqu'on avait lancé ce programme, j'ai payé pour passer l'examen et on m'a dit que j'étais obligé de le passer UNIQUEMENT en Anglais. J'avais même proposé d'utiliser le traducteur et on m'a dit non. Je suis retourné vers eToro et on m'a toujours dit non. Conséquence, j'ai été dégradé à Champion. Mais... Show More Translate
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