European Financial Planner®
& International Financial Planner®
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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.
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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.
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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 certificates
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To follow you throughout your career, EFPA certifications are spread over different levels, choose the one that suits you best:
- 4 levels of certifications for professional of finance,
- 1 ESG certificate for experts in sustainable finance.
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EFPA members are also subject to a code of ethics and a continuous professional development (CPD) program to maintain their knowledge.
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EFPA status can allow you to benefit from assistance for the financing of your certification.
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.
1 code of ethics
EFPA is convinced that every financial adviser is defined by two main features: professional integrity and professional qualification.
Ethics and skills are the two dimensions by which every financial adviser should be measured.
After all, potential clients must be able to trust the integrated European Financial Market and its major actors.
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Therefore EFPA is promoting the dissemination of a European Code of Ethics. Each certificate holder must complain with that code of ethics.
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In case of failure by one of the members of EFPA, the Ethics Committee will judge this failure, if needed a certification can be withdrawn.
1 continuous professional development programme
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To upgrade and keep at the highest standard your knowledge and competences, EFPA promotes a continuous professional development program.
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With an appropriate programme, each professional can guarantee a high degree of competency an update his/her skills following the regulation changes.
Need help to finance your Certification
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EFPA Luxembourg ASBL is recognized as a Training Center by the Minister of National Education, Childhood and Youth of Luxembourg.
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This status can allow our members to benefit from tax advantages as part of their certification, for unemployed person and also others.