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This section includes a list of qualifications offered by different organizations and universities accrediting the fulfilment of the requirements set out in the Technical Guide approved by CNMV in June 2017 in accordance with MiFID II. Some of them accredit the ability to advise and inform and others, only to perform information tasks depending on the content they provide.

Afi Escuela de Finanzas, S.A.

  • Certificado en Información Financiera (CIF)
    • Accredit the ability to: Inform
    • Incorporation date: 08/02/2018
  • Certificado en Asesor Financiero (CAF)
    • Accredit the ability to: Advise
    • Incorporation date: 08/02/2018
  • Experto en Banca Privada
    • Accredit the ability to: Advise
    • Incorporation date: 08/02/2018
  • Máster en Banca y Finanzas (Banking & Finance)
    • Accredit the ability to: Advise
    • Incorporation date: 08/02/2018

CECABANK

  • Comercial Financiero Mifid II
    • Accredit the ability to: Inform
    • Incorporation date: 25/10/2017
  • Asesor Financiero Mifid II
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017

CFA Society Spain

  • Certified Advisor (CAd)
    • Accredit the ability to: Advise
    • Incorporation date: 14/12/2017

Corporate Learning Alliance, S.L.

  • Certificado de Información en Servicios Financieros (CISF)
    • Accredit the ability to: Inform
    • Incorporation date: 30/11/2017
  • Certificado de Asesoramiento en Servicios Financieros (CASF)
    • Accredit the ability to: Advise
    • Incorporation date: 30/11/2017

European Financial Planning Association (EFPA)

  • EFPA European Investment Assistant (EIA)
    • Accredit the ability to: Inform
    • Incorporation date: 25/10/2017
  • EFPA European Investment Practitioner (EIP)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • EFPA European Financial Advisor (EFA)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • EFPA European Financial Planner (EFP)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017

IQS School of Management, Universidad Ramón Llull

  • Master Universitario en Gestión Patrimonial y Financiera
    • Accredit the ability to: Advise
    • Incorporation date: 21/12/2017

Inmark Europa, S.A.

  • Programa Inmark de Formación Financiera para Entidades Bancarias Nivel I
    • Accredit the ability to: Inform
    • Incorporation date: 21/12/2017
  • Programa Inmark de Formación Financiera para Entidades Bancarias Nivel II
    • Accredit the ability to: Advise
    • Incorporation date: 21/12/2017

Innovación y Desarrollo Directivo, S.L.

  • Programa de Informador Financiero
    • Accredit the ability to: Inform
    • Incorporation date: 23/11/2017
  • Programa de Asesor Financiero
    • Accredit the ability to: Advise
    • Incorporation date: 23/11/2017

Instituto BME

  • MFIA
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017

Instituto Español de Analistas Financieros

  • Asesor de Servicios Financieros
    • Accredit the ability to: Inform
    • Incorporation date: 25/10/2017
  • Asesor Financiero
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • Experto en Asesoramiento Financiero
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • Gestor de Patrimonios
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • Analista Financiero Europeo (CEFA)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • Analista Financiero Internacional (CIIA)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017
  • Master en Finanzas Internacionales (MFI)
    • Accredit the ability to: Advise
    • Incorporation date: 25/10/2017

Instituto Europeo de Posgrado

  • Certificado de Información Financiera (CIF)
    • Accredit the ability to: Inform
    • Incorporation date: 21/12/2017
  • Certificado de Asesoramiento Financiero (CAF)
    • Accredit the ability to: Advise
    • Incorporation date: 21/12/2017

Mondragon Unibertsitatea

  • Especialista en Informador Financiero
    • Accredit the ability to: Inform
    • Incorporation date: 18/01/2018
  • Experto Universitario en Asesoramiento Financiero
    • Accredit the ability to: Advise
    • Incorporation date: 18/01/2018

Universidad Carlos III de Madrid

  • Programa de Certificación MiFID II en información sobre productos y servicios de inversión
    • Accredit the ability to: Inform
    • Incorporation date: 23/11/2017
  • Programa de Certificación MiFID II en asesoramiento en materia de inversión
    • Accredit the ability to: Advise
    • Incorporation date: 23/11/2017

Universidad CEU Cardenal Herrera de Valencia

  • Máster Universitario en Gestión Financiera
    • Accredit the ability to: Advise
    • Incorporation date: 23/11/2017

Universidad CEU San Pablo de Madrid

  • Máster Universitario en Mercados Financieros y Gestión de Patrimonios
  • Accredit the ability to: Advise
  • Incorporation date: 23/11/2017
  • Universidad Complutense de Madrid

  • Máster Universitario en Finanzas de Empresa
    • Accredit the ability to: Advise
    • Incorporation date: 08/02/2018
    • Universidad de Deusto

      • Programa para Informador Financiero (PIF)
        • Accredit the ability to: Inform
        • Incorporation date: 30/11/2017
      • Programa Experto en Asesoramiento Financiero (PAF)
        • Accredit the ability to: Advise
        • Incorporation date: 30/11/2017

      Universidad de Oviedo

      • Experto en Bolsa y Gestión de Patrimonios
        • Accredit the ability to: Advise
        • Incorporation date: 08/02/2018

      Universidad del País Vasco (UPV/EHU)

      • Gestión Patrimonial y Banca Privada
        • Accredit the ability to: Advise
        • Incorporation date: 18/01/2018

      Universidad Politécnica de Valencia

      • Asistente Financiero Europeo
        • Accredit the ability to: Inform
        • Incorporation date: 25/10/2017
      • Agente Financiero Europeo
        • Accredit the ability to: Advise
        • Incorporation date: 25/10/2017
      • Asesor Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 25/10/2017
      • Extensión Universitaria en Asesoría Financiera Europea
        • Accredit the ability to: Advise
        • Incorporation date: 25/10/2017
      • Master en Asesoramiento Financiero y de Seguros
        • Accredit the ability to: Advise
        • Incorporation date: 25/10/2017

      Universidad Pontificia Comillas

      • Master Universitario en Finanzas
        • Accredit the ability to: Advise
        • Incorporation date: 25/10/2017

      Universidad Loyola Andalucía

      • Experto en Asesoramiento Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 23/02/2018
      • Curso de Especialización para Informadores de Productos y Servicios de Inversión
        • Accredit the ability to: Inform
        • Incorporation date: 23/02/2018

      Asociación ESCP Europe España

      • Experto en Asesoramiento Bancario y Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 23/02/2018

      Universidad Pompeu Fabra

      • Curso de Postgrado en Información y Asesoramiento Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 01/03/2018
      • Diploma de Postgrado en Asesoramiento Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 01/03/2018

      Universidad Francisco de Vitoria

      • Diploma Asistente en Información Financiera
        • Accredit the ability to: Inform
        • Incorporation date: 01/03/2018
      • Diploma Gestor de Inversión Financiera (Nivel I)
        • Accredit the ability to: Advise
        • Incorporation date: 01/03/2018
      • Diploma Asesor Financiero
        • Accredit the ability to: Advise
        • Incorporation date: 01/03/2018

      Universidad de Cantabria

      • Master en Banca y Mercados Financieros
        • Accredit the ability to: Advise
        • Incorporation date: 08/03/2018

      Instituto de Estudios Bursátiles

      • Máster en Bolsa y Mercados Financieros
        • Accredit the ability to: Advise
        • Incorporation date: 05/04/2018
      Download the full list: listado de títulos y certificados que cumplen con las exigencias del apartado 8 de la guía técnica 4/2017