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 - Funds Framework
Mon 15 May
|Online event
The expert Fémy Mouftaou, Managing Director IQ EQ Funds Management, will present the different types of structures and vehicles used and how to optimize them.
Time & Location
15 May 2023, 12:30 – 14:00 CEST
Online event
About the event
Funds Framework, with Fémy Mouftaou, Managing Director IQ EQ Fund Management will take place the 18 April from 12:30 to 14:00.
During this session, we aim to understand investment funds by covering the regulatory framework, the different types of funds available, the difference between them and their advantages.
• Training parts/ Content :
1. Regulatory framework
2. Traditional vs. alternative funds
3. Advantages & risks