European Financial Planner®
& International Financial Planner®
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.
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.
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
European Financial Adviser®
& International Financial Adviser®
The European Financial Adviser® (EFA) certification is aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.
Outside Europe, this certification is providing under the name International Financial Adviser® (IFA) certification. The certificate is adapted to local constraints.
That certification refers to professionals who offer a rigorous service of assessing clients' needs and developing financial solutions, particularly concerning investments at portfolio level, but also including basic insurance/retirement /credit/financing solutions. .
The educational programs should be covered in a minimum of 10 classroom days or 80 tuition hours (or equivalent), after EIP or IIP certifications.
To maintain your certification, EFPA Luxembourg will ask you to follow a Continuous Professional Development (CPD) program to update your knowledge. 12 sessions of EFPA CPD, or equivalent, will be required to maintain your certification. These will be offered by EFPA Luxembourg.
EFPA organizes 2 sessions of European Financial Adviser® (EFA) final exam and 2 sessions of International Financial Adviser® (IFA) final exam every year. One in February and one in July.
Depending on the organization of the different training centers, different sessions of courses are available to prepare the final examination. The usual schedule is the following.
Do not hesitate to contact us for any questions.
EFA & IFA 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 European Financial Advisor® (EFA) and International Financial Adviser® (IFA) final examination consists of a multiple choice test with four possible answers by question and only one correct answer per question and a case study, which requires an examinee to solve exercise focus on the application of the different modules. .
The rules of these final examination are presented below.