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 ESG Advisor
Certification's goal
The EFPA ESG Advisor (EEA) certification offers a comprehensive insight into ESG topics has been designed to meet the requirements set by art. 18 of the Esma Guidelines on knowledge and competences for staff giving investment advice.
Target audience
That certification is addressed to all professionals interested in obtaining solid knowledge in this sector, specifically for financial advisors and planners.
Duration
The training program should be covered in a minimum of 3 classroom days or 24 tuition hours (or equivalent).
Usual schedule
EFPA Luxemborug organizes multiple sessions of EFPA ESG Advisor final exam every year.
Depending on the organization of the different training centers, different sessions of courses are available to prepare the final examination.
Do not hesitate to contact us for any questions.
EFPA ESG Advisor final examination
To allow each professional to validate the training followed and to demonstrate to the competent authorities that he/she has effectively acquired a level of knowledge and competence of excellence, EFPA organizes a final exam.
The EFPA ESG Advisor® final examination consists of a multiple choice test with four possible answers by question and only one correct answer per question.
The rules of these final examination are presented below.
