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 session : Breaking Ground: Exploring the role of Biodiversity Data for Investment Strategies
Wed, 17 Apr
|Online event
1. Introducing the problem 2. Assessing the data landscape and how to leverage it 3. Our framework for biodiversity - Putting the framework into practice across material sectors - How can investors gain exposure to the theme ?
Time & Location
17 Apr 2024, 15:00 – 16:00 CEST
Online event
About the event
EFPA Luxembourg invites you to join our event :
"Exploring the role of Biodiversity data for Investment Strategies"
With 3 experts from Lazard Asset Management,
- Gregory Van Droogenbroeck Director, ESG Data and Analytics Lead, Lazard Asset Management LLC (New York)
- Jennifer Anderson Managing Director, Global Head of Sustainable Investment and ESG Lazard Asset Management Limited (London)
- Olivia Tidd Research Analyst , Lazard Asset Management Limited (London)
who will present and share with us their expertize.
- Objectives of this session (what you would teach for the attendees across the session), in terms of acquisition, being aware, knowledge…
The presentation would consist of explaining how to implement biodiversity drivers towards investment opportunities.
- Training parts/ Content :
1. Introducing the problem
2. Assessing the data landscape and how to leverage it
3. Our framework for biodiversity
- Putting the framework into practice across material sectors
- How can investors gain exposure to the theme ?
For further information, please contact info@efpa.lu.