Examination in english language with english preparatory tools. Contact us for the order and date of the examination.
- Prezenční forma
- Distanční forma
For the announced dates of exams click on the button with category of exam above.
Examinations are usually announced once a month. If you need an individual date of the examination or you are group of candidates contact us for individual offer: Lukáš Beránek, lukas.beranek@efpa.cz.
The new professional examinations apply to employees of securities traders and investment intermediaries, to tied agents and their employees. All investment service providers must pass the accredited professional examination in 2 years from the Act effectiveness date, i.e. by 3 January 2020.
Professional qualifications pursuant to the Capital Market Enterprising Act are divided to 2 parts, hence professional qualifications can be recognised for a provider proving possession of:
The Decree defines two categories of the professional examinations based on the scope of investment instruments for which the qualified provider is authorised to provide investment service:
Both examination categories have unlimited validity (i.e. the five-year renewal term known from pensions does not apply) and can be sat for with accredited entities like any other examinations.
The price of the examination includes (provided by EFPA CR):
The Decree defines two categories of the professional examinations based on the scope of investment instruments for which the qualified provider is authorised to provide investment service:
INVESTMENT INTERMEDIARY
The professional examination in dealing with customers in the context of investment service provision only applies to the investment instruments listed in § 29 (3) of the Act (narrowed scope of instruments – i.e. the instruments with which an investment intermediary can work).
SUMMARY EXAMINATION (SECURITIES TRADER)
Professional examination in dealing with customers in the context of investment service provision applying to all investment instruments listed in § 3 (1) of the Act (full scope of instruments).
To pass the e;xamination you must meet all of the below 3 criteria:
After passing the examination your certificate will be generated and will be made available to you for download in your profile on the efpa.cz portal.
NOTICE:
The versions of legal regulations provided herein are for informational purposes only. The only authentic versions of legal regulations are those published in the Collection of Laws or in the Bulletin of the Czech National Bank.
Sample certificate
NOTICE:
The provided templates may change over time due to external factors, especially organizational conditions, etc. In the case of minor changes (e.g., changes in the names of responsible persons) that do not affect the main content of the Certificate, a template that matches the currently issued Certificate in its main elements shall be considered valid. In case of any doubts, the validity of a specific Certificate can always be verified directly with EFPA Czech Republic.