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 - ESG Matters or the Scope of ESG
Thu, 27 Oct
|Online event
The Webinar is dedicated to make a statement on what is ESG and what it does refer to in terms of EU's Goals, Finance, Funds, Regulation, MIFID 2
Time & Location
27 Oct 2022, 12:15 – 14:15
Online event
About the event
The Webinar is dedicated to make a statement on what is ESG and what it does refer to in terms of EU's Goals, Finance, Funds, Regulation, MIFID 2
Content:
- What is ESG? (very brief overview)
- What is the regulation?
- What is the EU’s goal?
- What is greenwashing? How can the regulation help minimize greenwashing?
- Overview of SFDR and the different fund classifications
- Overview of MiFID
- How can a fund qualify for clients with sustainable preferences?
- How can you identify these funds?
For more information, please contact info@efpa.lu