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.
Certification - EFA February 2023
Mon 20 Feb
|Online courses with Interfima
Prepare the next final examination, in June 2023, date depending of the progress of the group, for the EFA certification on a digital platform.
Time & Location
20 Feb 2023, 09:00 CET
Online courses with Interfima
About the event
The European Financial Adviser® (EFA) certification is the second step of our certification program. It aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.
This 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.
This certification is the second step of our global programme, including EIP, EFA and EFP certifcations.
Find more details about your certification program here.
Through Interfima, our digital training platform partner, you will have access to v-conferences with experts to prepare the final examination for our EFA certification. These sessions will be recorded, so you can assist to the courses in live or watch it when you want.
The fee for the digital courses, including your access to the platform, the materials, access to the courses and the records…
Tickets
Registration
This ticket will give you access to our next final exam.
€650.00
+€16.25 ticket service fee
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