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.
Wed, 24 Jan
|Online event
CPD Session - "Autocracy Risk" and Democracy Strategy in a Portfolio"
Country level exclusion is typical in a portfolio constructed solely based on “Exclusion”. TOBAM’s strategy aims to minimize the exposure to autocracy under a Tracking Error constraints.
Time & Location
24 Jan 2024, 12:30 – 13:45
Online event
About the event
EFPA Luxembourg organizes the event in collaboration with TOBAM and Yves Choueifaty:
Country level exclusion is typical in a portfolio constructed solely based on “Exclusion”. TOBAM’s more comprehensive approach, incorporating stock level analysis, makes up for most of a global portfolio’s exposure to these risks.
TOBAM’s strategy aims to minimize the exposure to tyranny under a Tracking Error constraints. It looks to reduce exposure to tyranny by a ratio of 7 to 1 compared to 7 to 5 reduction when only excluding direct investment in non democratic countries.
For more information, you can reach EFPA Luxembourg at info@efpa.lu
11, rue Beaumont
L-1219 Luxembourg
+352 26 20 22 81