To offer excellent, innovative PRODUCTS/SERVICES focused on the training of PERSONS in the financial sector, including job offers (professionals) and demands (clients).
The IEF aims to be an INSTITUTE OF REFERENCE in financial training and disclosure by contributing to the EVOLUTION of the concept of finance in society.
A leader in financial training and disclosure, with full and exclusive dedication to financial knowledge and a proactive vision of improvement and transformation in the sector.
Committed to providing excellent services while also seeking excellence in our organisation and structure.
Anticipating changes and the evolution of the sector, analysing the disruptive elements that will transform financial services in future years.
For clients who are always unique, finding solutions related to training and the transmission of unique knowledge.
Close to our clients, adapting to their needs.
Constantly evolving, growing and improving.
The IEF was first established when the Spanish financial sector took its final step in the important transformation process it has undergone over the past 30 years.
Since its foundation, it has supported companies, professionals, regulatory and supervisory bodies in the radical changes taking place in the sector, and during the years of the financial crash, and the ensuing stabilisation and drastic adjustments in the sector.
Today, after overcoming the worst period of an extremely difficult crisis, the IEF, along with the rest of the sector, is now facing the need to combine its adaptation to the new situation with the preparation for the immediate transformation of the sector, which will be inevitable in the next few years.
The evolution of the financial sector has led some of the entities that founded the IEF in 1990 to merge and integrate with others, and so the list of current trustees has changed since its foundation. The Board is chaired by the General Secretariat of the Department of the Vice-Presidency, Economy and Treasury of Generalitat de Catalunya.
The entities currently represented on the IEF Board are:
The Institut d’Estudis Financers is the only Spanish member of the EBTN (European Banking and Financial Training Association), the main federation of entities that provide banking and financial training in Europe, the World Conference of Banking Institutes (WCBI) and the Global Banking Education Standards Board (GBESB), the main professional banking standards federation, and the Center for Research and European Studies – Future Business (CRES).
It is the only Spanish financial training institute that has played a full part in the European Commission’s Leonardo, Phare, Tacis and Erasmus + projects.
Within the scope of financial education, it is a member of the most relevant international financial education forums, such as the OECD International Network on Financial Education (ICEX) and the Child & Youth Finance International (CYFI).
In 2014 it became an active member of the Global Money Week and the European Money Week, and is a party to the Spanish Financial Education Plan. Within the scope of financial training, the Instituto de Estudios Financieros is currently implementing long-term training programmes in Latin America and has established alliances with entities from Canada, Egypt, Uruguay, Panama and Mexico, among others.