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 Finance Forum
EFPA Luxembourg presents its EFPA Finance Forum.
A new concept offering 2 themed conferences in the world of finance: one on sustainable finance and the other one on wealth management/planning.
Each conference is based on a keynote speech, fire side chats, panels and a charity challenge. The aim is to bring together professionals to discuss a variety of subjects all linked to the theme of the conference.
It is also an opportunity to network.
