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 - NEW DATE 18/06 « An interesting view on the ESG/SFDR sanctions by the authorities »
Wed 18 Jun
|Online event
The sanctions imposed on ESG/SFDR by the authorities, including that of the CSSF in autumn 2024, by Amélie Woltrager Senior Associate | Investment Funds at Baker & McKenzie.
Time & Location
18 Jun 2025, 12:30 – 14:00
Online event
About the event
EFPA Luxembourg will organize the presentation of the sanctions imposed on ESG/SFDR by the authorities, including that of the CSSF in autumn 2024.
And the expert Amélie Woltrager Senior Associate | Investment Funds Baker & McKenzie will present the session.
For more information, you can reach EFPA Luxembourg at info@efpa.lu