All those who exercise the professional activity of financial analyst or other professional and/or academic activity linked to the financial analysis of companies and financial instruments issued by them, the analysis of financial markets, the management of securities, the financial management of companies or, in general, everyone who develops a professional activity related to the financial area.
Submit your application by filling out the APAF Membership Application form here.
By bank transfer to the IBAN corresponding to the APAF account PT50 0018 000009374841001 82
If you want to opt for direct debit or other forms of payment, you can contact us via email firstname.lastname@example.org
Everyone with a Postgraduate Degree in Financial Analysis taught by Instituto Superior de Economia e Gestão (ISEG) or Porto Business School (PBS)
Since only the programs of these 2 courses in Portugal are accredited by the European Federation of Financial Analysts Societies (EFFAS).
You must complete and sign this application here and return it to APAF to email@example.com
To the completed form, attach a simple copy of the Postgraduate diploma.
The issuance of the CEFA Diploma is requested to APAF and has a current cost of € 200.00 (two hundred euros).
This amount can be paid by bank transfer to the IBAN corresponding to the APAF account, which is PT50 0018 000009374841001 82 / Santander.
We appreciate that you make the payment with notification to our email (firstname.lastname@example.org).
The Diploma is issued in Frankfurt and, between your application and receipt, it can take about fifteen days.
To apply for your CEFA you do not need to be an APAF member, however if you intend to be a member, see “Become a member” section or contact us via e-mail email@example.com.
Currently, APAF has a campaign to offer the 2021 registration fee and membership fee to all those who are holders of the European Financial Analyst Certificate (CEFA) and intend to become APAF members.
Financial instruments investment advising is an investment service to which financial intermediaries registered with the CMVM can dedicate themselves.
This service can also be provided by other individuals authorized for this purpose by the CMVM, called investment consultants, and is then restricted to securities.
The investment adviser can also take orders from clients regarding securities and transmit them to financial intermediaries for execution.
However, they cannot be empowered to manage customer accounts with discretion.
Investment advisers (or acting as investment advisers in the form of a legal entity) may be any considered suitable persons that hold appropriate professional aptitude qualifications.
The investment adviser is compensated by the investors for the services provided, and issues a fee note with all the amounts delivered, with a precise indication of the services provided.
Investment consultants authorized by the CMVM may set up companies, or other legal entities, with the aim of exercising investment advisory activity on their own, ensuring transparency in their activity and in the relationship with their clients.
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