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 : "Financing a Sustainable Blue Economy"
Wed 23 Sept
|Online webinar
During this session Dorothée Herr and Nathalie Roth will depict for you this crucial issue.
Time & Location
23 Sept 2026, 11:00 – 12:30
Online webinar
About the event
Over a webinar of 1h30, Nathalie Roth, Founder and Owner of 4Climate, and Dorothée Herr, Adviser at Gesellschaft für Internationale Zusammenarbeit, will provide an in-depth overview of the Bleu Economy and how to finance it. The session will cover:
Definition of the sustainable blue economy
Principles, Frameworks and Standards
Ocean finance instruments and market landscape
Who are the investors?
New international developments: