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 - Taxonomy
Fri, 18 Nov
|Online event
February 2022, the Complementary Climate Delegated Act including, under strict conditions, specific nuclear and gas energy activities in the list of economic activities covered by the EU taxonomy. The session will be on all the key information and updates, regarding the last regulation.
Time & Location
18 Nov 2022, 12:30 – 14:30
Online event
About the event
- Jens Schmidt, CFA | Senior Manager | Consulting - Wealth and Asset Management at Ernst & Young Business Advisory Services S.à r.l. will lead the session.
- Several anchor points:
Reminding of the European green deal and the first delegated act on sustainable activities for climate change adaptation and mitigation objectives with application since January 2022.
The Delegated Act supplementing Article 8 of the Taxonomy Regulation
A second delegated act for the remaining objectives will be published in 2022.
February 2022, the Complementary Climate Delegated Act including, under strict conditions, specific nuclear and gas energy activities in the list of economic activities covered by the EU taxonomy.
- The session will be just enough exhaustive and pragmatical on a very specific topic and we will focus on the essential:
• Back ground and roots
• Primary changes
• Key dates
• Key points
• Practical aspects.
For more information about the session, please contact info@efpa.lu