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 - SFRD
Fri, 12 Nov
|AML: Updating
Vanessa Muller, Partner Consulting, Banking & Capital Markets at EY Luxembourg, will bring on the table what are the impacts of SFDR on Private Banking and Wealth Management firms as investment managers or financial market players.
Time & Location
12 Nov 2021, 12:30 – 14:30 CET
AML: Updating
About the event
Vanessa Muller, Partner Consulting, Banking & Capital Markets at EY Luxembourg, will bring on the table what are the impacts of SFDR on Private Banking and Wealth Management firms as investment managers or financial market players. What typical products and processes are impacted, how are the disclosure implemented. Beyond SFDR, what are the consequences of the EU Action Plan on the relationship between a Private Bank and its end clients.
Training parts/ Content :
- SFDR and the EU Action Plan context
- The operational impacts of the Regulation
- Key questions and case studies as an illustration
Conclusion : SFDR being only a first step in the Sustainable Finance Transformation, what comes next for Private Banks and Wealth Managers?
All your questions can be asked.
For more information about the session, please contact info@efpa.lu