European Financial Planner®
& International Financial Planner®
Certification's goal
The European Financial Planner® (EFP) is the highest level of certification. It concerns the financial planning activity as a whole.
Outside Europe, this certification is providing under the label International Financial Planner® (IFP) certification. The certificate is adapted to local constraints.
Target audience
That certification offers a training Integrated practice of financial planning including investments at portfolio level, estate planning, international taxation, retirement and insurance needs not only for private clients but also for business owners.
Duration
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
EFPA: a continuing education program for finance professions
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Our certifications
To allow each professional to find a certification adapted to her/his needs and to deliver quality education adapted to the various jobs of the sector, we develop a training course on 3 successive levels and a continous development program.
EFPA European Investment Assistant®
Certification designed to meet the requirements set by art. 17 of the Esma Guidelines on knowledge and competences for staff giving information about investment products, investment services or ancillary services.
EFPA European Investment Practitioner®
Certification designed to meet the ESMA requirements in terms of knowledge et competences. For those who offer a basic advisory service.
EFPA European Financial Adviser®
A certification aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.
EFPA European Financial Planner®
The highest level of certification. It concerns the financial planning activity as a whole.
EFPA ESG Advisor®
A certification offering a comprehensive insight into ESG topics and is addressed to all professionals interested in obtaining solid knowledge in this sector
Continous development program
Code of Ethics
Over its certification, we offer a Continous Professional Development Program including mandatory trainings, the latest regulatory developments and the last trend of the financial industry.
In accordance with its philosophy and best practices, we promote a code of ethics that each certificate holder must respect.