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 - DAC 6:
Mon 26 Jun
|Online event
Jacques Linon, Head of Intelligence at EY, will give you the keys of DAC-6.
Time & Location
26 Jun 2023, 13:00 – 15:00
Online event
About the event
Dac-6: an necessary dive to efficiency
Jacques Linon, Head of Intelligence at Ernst & Young, and Marie Sophie Dervieu, Tax Senior Manager at Ernst & Young will catch your awareness on DAC 6 Directive, EU mandatory reporting of tax tainted transactions, lessons learned from first reportings and key areas of attention
Training objectives:
-Which cross-border transactions fall into the reporting duty
-Territorial scope
-Transaction hallmarks generating the reporting