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 Investment Practitioner®
& International Investment Practitioner®
The European Investment Practitioner® (EIP) certification has been designed to meet the requirements set by art. 18 of the Esma Guidelines on knowledge and competences for staff giving investment advice.
Outside Europe, this certification is providing under the label International Investment Practitioner® (IIP) certification. The certificate is adapted to local constraints.
That certification is developed for those who offer a basic advisory service.
The training program should be covered in a minimum of 10 classroom days or 80 tuition hours (or equivalent).
To maintain your certification, EFPA Luxembourg will ask you to follow a Continuous Professional Development (CPD) program to update your knowledge. 9 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 Investment Practitioner® (EIP) final exam and 2 sessions of International Investment Practitioner® (IIP) final exam every year. One in February and one in June.
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 question or availability.
EIP & IIP 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 Investment Practitioner® (EIP) and International Investment Practitioner® (IIP) 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.