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 - Impact of SFDR and taxonomy in fund structures.
Mon 26 Feb
|Online event
Time & Location
26 Feb 2024, 12:30 – 14:00
Online event
About the event
EFPA Luxembourg organize the event:
Impact of SFDR and taxonomy in fund structures involving different jurisdictions.
Amélie Woltrager Senior Associate | Investment Funds Baker & McKenzie will present the session.
Content:
Key concepts around sustainable finance (e.g. taxonomy, SFDR, RTS, CSRD, light/dark green funds, article 6, 7,8)
Scope of material regulations (introduction to oncepts of the regulations and requirements)