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 : "EU FASTER Directive and related impacts on Withholding tax procedures""
Thu 04 Jun
|Online webinar
During this session moderated by Jacques Linon, Armelle Dath, Tax Director at PWC Luxembourg, will give you an Overview of the EU FASTER Directive and its impacts.
Time & Location
04 Jun 2026, 16:00 – 17:30
Online webinar
About the event
Indicative content :
Overview of the EU FASTER Directive: objectives, scope and implementation timeline
Definition of the key concepts : withholding tax, Custodian bank, Chain of payment
Clarification on the new digital Tax Residence Certificate (e-TRC),
Role and obligations of Certified Financial Intermediaries (CFIs)
Definitions of fast-track mechanisms: relief-at-source and quick refund