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 Handbooks
The EFPA Handbooks are your tool for an in-depth view!
A fast evolving world brings with it many challenges, but also major opportunities that need to be seized. It combines new concepts and poses new questions that need to be answered.
With the EFPA Handbook Series, you can explore the world of finance on various subjects through the eyes of practitioners sharing their expertise. Books, e-books, and a website reveal each facet of each specific theme through articles written by experts and practitioners for the practitioners. Today you can choose between 2 themes : ESG or Digitalization.
