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.
About the Board of Directors
€FPA Luxembourg is seeking high-level directors to support the development of its new projects, drive groundbreaking advancements in vocational education as well as financial literacy.
The BoD will guide €FPA Luxembourg among the landscape of the professional training and the continous development in the best interest of the members of the association and the Luxembourg financial Centre.
The €FPA Luxembourg Board of Directors (BoD) will:
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Monitor the activities of the association andsuggest.
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Providing guidelines for the executive management and targets in its activities in order to realize its missions.
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Introduce and represent the association within different institutions, representative associations, partners, when relevant with the mission of the association.
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Represent and promote the association during its main events.
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Oversee the different pillars of the association, define new one when necessary, and report to BoD the advancement of these different activities.
Who can apply?
The BoD aims to be made up of experts in various fields, or leaders in the fields of finance, professional education, governance, economics or professionals with relevant experience and a solid track record in the areas covered by the association (finance, economics, insurance, credit, pensions, sustainable finance, governance, ethics, regulation, taxation).
The Board of €FPA Luxembourg will select the next BoD members considering the different areas of expertise.
The final decision will be taken by the General Assembly of the association in March 2025.
Key dates of the process
Relevant Documentation
Access the BoD call for members terms and conditions
Access the BoD application form
