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.
Tue, 28 Sept|
CPD Session - Banks and Insurances Financial Analysis (1)
Eric Berling, professor and experienced Chief Financial Officer, will come back on the Bank and Insurance compagny accounting specificities.
Time & Location
28 Sept 2021, 12:30 – 14:30
About the event
Eric Berling, professor and experienced Chief Financial Officer with a recognized experience across a range of banks, will share his experience.
To apprehend the specificities of the balance sheet and the profit and loss count fom a Bank and an Insurance compagny is so different from other industrial or tertiary companies.