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 ESG Advisor
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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.
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Target audience
That certification is addressed to all professionals interested in obtaining solid knowledge in this sector, specifically for financial advisors and planners.
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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.
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Depending on the organization of the different training centers, different sessions of courses are available to prepare the final examination.
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Do not hesitate to contact us for any questions.
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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.
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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.
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