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.
FACE TO FACE CPD Session - "Xtrackers Due Diligence Day"
Tue, 25 Jun
|Deutsche Bank Luxembourg
DWS is proud to welcome the EFPA Luxembourg‘s members for a dedicated CPD session. Come and attend 2 panels on topical subjects : discover and understand Cryptocurrency ETCs and see how to make Long Term Capital Market Assumptions, strategic asset allocation and AI work together?
Time & Location
25 Jun 2024, 15:00 – 17:00 CEST
Deutsche Bank Luxembourg, 2 Boulevard Konrad Adenauer, 1115 Kirchberg-Plateau Luxemburg, Luxembourg
About the event
DWS is proud to welcome the EFPA Luxembourg‘s members for a dedicated CPD session on :
- Cryptocurrency ETCs: understanding digital assets, the technology behind them, and how they can be smartly bundled in financial products.
- The long view: how to make Long-Term Capital Market Assumptions, strategic asset allocation and AI work together.
Do not hesitate to join us for this in presence event on:
Tuesday 25.06.2024, from 15:00 p.m. to 17:00 p.m.
Agenda Xtrackers Due Diligence Day 2024
15:00
Welcome address
15:15 – 16:00
Xtrackers ETC innovation: Cryptocurrency ETCs Barbara Schlyter, Head of Xtrackers Digital Products and Partnerships Xtrackers ETC innovation: Traditional wrappers for new assets
Introduction to digital assets and their underlying blockchain technology
- DWS’ digital asset strategy
- Deep-dive: Cryptocurrencies
- What are cryptocurrencies and why do we need them?
- Overview of the cryptocurrency market
- Cryptocurrencies in a portfolio allocation
- Xtrackers Galaxy Physical Cryptocurrency ETCs
16:00 – 16:15
Coffee Break
16:15 – 17:00
Asset Allocation Dirk Schlueter, Head of House of Data (DWS Research) and Head of CROCI Investment Strategies Long-Term Capital Market Assumptions (LTCMA): DWS’s framework and methodology Overview of 10Y return and risk estimates across asset classes – basic building blocks for strategic asset allocation The DWS Long View 2024: Artificial Intelligence and its impact on growth and productivity
Tickets
Xtrackers Due Diligence Day
CPD event in presence
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Total
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