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.

CPD program

To maintain your certification, EFPA Luxembourg will ask you to follow a Continuous Professional Development (CPD) program to update your knowledge. 15 sessions of EFPA CPD, or equivalent, will be required to maintain your certification. These will be offered by EFPA Luxembourg.

Conférence bureau

Training programme

Usual schedule

 

EFPA organizes 1 session of European Financial Planner® (EFP) final exam and 1 session of International Financial Planner® (IFP) final exam every year, in June.

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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.

EFP & IFP 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 Planner® (EFP) and International Financial Planner® (IFP) 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.