European Financial Planner®
& International Financial Planner®
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.
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.
The educational programs should be covered in a minimum of 21 classroom days or 168 tuition hours (or equivalent), after EFA or IFA certifications.
Wed, 08 Mar|
CPD Session - Asset Management and Optimal Allocations
The presentation would consist of a Macro update / markets outlook, followed by an insight to our portfolio construction, mentioning ESG integration, and to finish with a short part on our fund Lazard Patrimoine SRI showing how it responds to the current environment.
Time & Location
08 Mar, 12:30 – 14:00 CET
About the event
EFPA Luxembourg invites you to join our event:
How to sail through the current interest rate and market environment?
Portofolio Management, with Julien-Pierre Nouen, CFA, Lazard, the 8th March from 12:30 to 14:00.
- Objectives of this session (what you would teach for the attendees across the session), in terms of acquisition, being aware, knowledge… The concept of this session is to be rather technical and the presentation would consist of a Macro update / markets outlook, followed by an insight to our portfolio construction, mentioning ESG integration, and to finish with a short part on our fund Lazard Patrimoine SRI showing how it responds to the current environment.
- Training parts/ Content :
1. Market outlook
2. Multi-assets portfolio construction
3. ESG integration
4. Lazard Patrimoine SRI: An all-in solution to benefit from all competences and asset classes of Lazard Frères Gestion
You can ask all required questions to Julien-Pierre Nouen, during the session.
For further information, please contact email@example.com.