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 - EFPA ESG Advisor September session
Thu 07 Sept
|Online courses with Interfima
Be aware on the Sustainable Finance issue. Prepare the next final examination, October 2023, date depending of the progress of the group, for the EFPA ESG Advisor certification on a digital platform.
Time & Location
07 Sept 2023, 09:00 CEST
Online courses with Interfima
About the event
From the history of Sustainable Finance to its current and future regulatory environment, from the influence of the Corporate Social Responsibility to the integration of the ESG criterion in the investment processes, from the products already available on the market for creating greener portfolios to the next challenges the financial centers will be asked to solve, this handbook offers a 360° point of view over the landscape of the Green Finance.
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 ESG 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 will be 350€.
The fee for…
Tickets
Registration
This ticket will give you access to our next final exam.
€300.00
+€7.50 ticket service fee
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