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 - The taxation of life insurance and capitalisation contracts in France, Italy, Luxembourg and the UK
Thu 19 Sept
|Online event
Different jurisdictions aspects will be addressed by th experts of Sogelife.
Time & Location
19 Sept 2024, 17:00 – 18:30
Online event
About the event
EFPA Luxembourg organize the event:
The tax aspects of insurance products: several angles of approach
Tina Baert, Senior Wealth Planner at Sogelife S.A. will be our speaker. Different jurisdictions aspects will be addressed of which France, Italy, United Kingdom, Luxembourg
Details :
- Taxation in the event of life for a natural person within a life insurance policy or a capitalisation contract
- Taxation in the event of death for a natural person within a life insurance policy