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 - “Exploring CLOs: Opportunities, Risks, and Investment Pathways”
Thu 09 Oct
|Online event
With Raman Rajagopal, Invesco, Senior Client Portfolio Manager – Private Credit
Time & Location
09 Oct 2025, 12:30 – 14:00
Online event
About the event
EFPA Luxembourg organize the event:
“Exploring CLOs: Opportunities, Risks, and Investment Pathways”
with Raman Rajagopal Invesco Senior Client Portfolio Manager – Private Credit
Indicative content:
• Full definition of CLOs: A collateralized loan obligation (CLO) is a securitized portfolio of leveraged loans, primarily granted to companies with a lower credit rating; CLOs offer structured tranches with varying risk and return.
• Risk-based investment options: Investors can gain exposure to CLOs through various vehicles, from low-risk liquid ETFs to higher-yield illiquid private equity strategies, depending on their risk tolerance and capital commitment.