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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.
See our last EFPA Coffee Break:
N°64 - European covered bonds
N°62 - EFF23 - EFPA Forum Finance 2023
N°61 - Vanguard withdraws from asset managers' zero net group
N°60 - Luxembourg banks slow to respond to increasing demand for sustainable investment advice: Greenpeace
N°59 - Are you ready to talk about ESG?
N°58 - Sustainable Finance in Luxembourg: What you need to know
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