He is Chairman of the Advisory Committee (formerly CEO for 30 years) of IEF (Financial Studies Institute), the leading Spanish banking and financial trainer;  founder in 2000, Chairman since 2010 to 2018 and Board director of the European Financial Planning Association (EFPA), and Executive director of EFPA Spain, at present the largest Spanish professional association in the financial sector  with over 35,000 full certified members. He has been recently key to the launch of the EFPA ESG certificate.

Josep is a leading promoter of financial literacy in Spain through the coordination of EFEC, the largest Spanish project on financial education, and he serves as director in the Board of BCFE (Barcelona’s Financial Centre) and BCFE4S (BCFE for Sustainability) He also has served as director at the EBTN Board including the chairmanship from 1999 to 2001 and he is now vicepresident of the Center for Research and European Studies (CRES) and Board director of the federation of the European Federation of Financial Advisers and Intermediaries (FECIF).

Josep acts as independent director of several money management firms. –TreaCapital, Mediolanum Gestión, Mediolanum Pensiones, etc, and manages as well his own firm of financial advice and planning. He is also member of the investment committee of FIPRESA (Real estate promoter.

He has been member of the CWG of the Investor Protection and Intermediaries Standing Committee of ESMA (European Securities and Markets Authority) from 2015 to 2019.

He is a regular contributor at several economic newspapers, and at television and radio stations, as well as frequent lecturer at seminars and conferences.

He holds a BSc in Economics (Barcelona University), a BSc in business administration and an MBA at ESADE, and a research Diploma at the London School of Economics (LSE).