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.
Read our article in the October issue of AGEFI Luxembourg and discover in 5 points the key
insights of our brand new conference dedicated to Wealth Management & Wealth Planning:
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Event & scope: EFPA Luxembourg held its new Wealth Management & Wealth Planning Forum on 25 Sept (≈160 participants), expanding its annual calendar alongside the March Sustainable Finance Forum.
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LIFE & governance: Launch of the LIFE (Luxembourg Institute for Financial Education) and a new seven-pillar EFPA governance to strengthen training, certifications (including ESG & AML) and professional development.
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Keynote takeaways: Yves Stein (ABBL) highlighted three priorities — stay relevant/innovative, manage regulatory overload (prefer simplification) and secure talent amid retirements — and stressed the need for greater financial literacy.
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Core debates: Panels and fireside chats focused on AI and digitalization (use cases, governance, EU AI Act), digital assets (opportunity vs. regulatory/technical barriers), art as an investable asset, life-insurance product evolution, emerging-market corridors, and women’s role in finance.
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Outcome & outlook: The Forum underscored that innovation, regulation and client expectations are reshaping Wealth Management & Wealth Planning.
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EFPA Luxembourg confirmed continued activity with events planned in 2026 for March, 12 and September, 24.