๐๐๐ช๐๐๐ฉ๐๐ค๐ฃ๐๐ก ๐๐๐ฆ๐ช๐๐ง๐๐ข๐๐ฃ๐ฉ๐จ (๐๐ค๐ง ๐ฃ๐ค๐ฃ-๐๐ ๐๐ก๐๐๐ฃ๐ฉ๐จ)
To become ๐ฃ๐ฟ๐ผ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ - candidates must complete one of the Recognized Certifications.
To qualify for ๐๐น๐ถ๐๐ฒ status - complete an Investment Management Qualification.
To attain ๐๐น๐ถ๐๐ฒ ๐ฃ๐ฟ๐ผ status - complete an Advanced Investment Management Qualification.
๐ ๐ฅ๐ฒ๐ฐ๐ผ๐ด๐ป๐ถ๐๐ฒ๐ฑ ๐๐ฒ๐ฟ๐๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป๐:
- ๐๐น๐ถ๐๐ฒ ๐ฅ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ โ ๐๐ฒ๐๐ฒ๐น ๐ฏ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ค๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป:
- 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
๐๐น๐ถ๐๐ฒ ๐ฃ๐ฟ๐ผ ๐ฅ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐ โ ๐๐ฒ๐๐ฒ๐น ๐ฐ ๐๐ฑ๐๐ฎ๐ป๐ฐ๐ฒ๐ฑ ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ค๐๐ฎ๐น๐ถ๐ณ๐ถ๐ฐ๐ฎ๐๐ถ๐ผ๐ป:
- 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
๐ How to Upload Your Certification on eToro -
etoro.tw/48SMN60
๐ฅ For CISI / Fitch CWMA exams, follow the steps here -www.etoro.com/posts/833a0980-56cc-11ee-8080-8001525cf662
๐ค For all other certifications, submit your certificate here: form.typeform.com/to/auu4Fpj2
๐ฐ ๐๐ผ๐บ๐ฝ๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป ๐๐ฒ๐๐ฎ๐ถ๐น๐
๐ฐ All 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.
***The request to receive payment for the exams must be submitted within 30 days of the exam completion date.
โ Once your certificate is approved by the eToro Pro 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, please reach out to your account manager.
๐ธ Exam Exemptions:
Certain candidates may be granted an exemption from the required exams if they meet any of the following criteria:
- Hold a local financial advisory license and actuaries.
- Possess a masterโs degree or PhD in finance.
- Have professional experience as fund managers.
- Serve or have served as a lecturer or teacher at a reputable academic institution.
Best regards,
The eToro Pro Investor Team... Show More
Questa รจ una notizia bellissima per me, in quanto sono iscritto giร da un pรฒ di tempo all'albo EFPA proprio con certificazione EIP (professionista europeo negli investimenti).Quindi io con questa aggiunta sono giร abilitato per la stella รlite. @popularinvestors... Show More Translate
Lorsqu'on avait lancรฉ ce programme, j'ai payรฉ pour passer l'examen et on m'a dit que j'รฉtais obligรฉ de le passer UNIQUEMENT en Anglais. J'avais mรชme proposรฉ d'utiliser le traducteur et on m'a dit non. Je suis retournรฉ vers eToro et on m'a toujours dit non. Consรฉquence,... Show More Translate
@popularinvestors which is the actual equivalen Fitch recognized by etoro for CISI level 3. ARM - Assistant Relationship Management or CWMA - Certified Wealth Management Advisor?... Show More
Bonjour ร tous, quelqu'un sait il combien etoro rรฉmunรจre la rรฉussite de l'EFPA EIA pour les popular investor ? Merci ร tous @eToroTeamFR... Show More Translate
@popularinvestors I've passed the exam for CISI International Certificate in Wealth and Investment Management, that I booked via the link from eToro - what do I have to do next to submit the results to you? Or is this already going to be automatically submitted? Thanks... Show More
Hi @popularinvestors I received an email stating that those who successfully complete the programโs educational requirements and certification process will be recognized as Pro Investors. Does this also apply to the Champion level? ... Show More
Estoy en proceso para obtener la certificaciรณn a travรฉs de EFPA Espaรฑa.
Estoy estudiando la certificaciรณn con RWB Random Walk Business School por si algรบn compaรฑero le sirve la idea. Muchรญsimo material de estudio.
Saludos ... Show More Translate
I've uploaded it with this filename, please confirm thats correct @popularinvestors
"CISI Level 3 Certificate in Wealth and Investment Management"... Show More
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