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 - EIA September 2023
Thu 07 Sept
|Online courses with Interfima
Have your skills recognized through a European professional certification compliant with ESMA requirements. Prepare the next final examination in February 2024, date depending of the progress of the group, for the EIA certification on a digital platform.
Time & Location
07 Sept 2023, 09:00 CEST
Online courses with Interfima
About the event
The European Investment Assistant® (EIA) certification is designed to meet the requirements set by art. 17 of the Esma Guidelines on knowledge and competences.
Outside Europe, this certification is providing under the label International Investment Assistant® (IIA) certification. The certificate is adapted to local constraints.
This certification is the first step of our global programme, including EIA, 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 EIA 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 500€.
Tickets
Registration
This ticket will give you access to our next final exam.
€500.00
+€12.50 ticket service fee
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