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 - " Navigating autocracy risk: strategies for building a resilient portfolio"
Tue 18 Nov
|Online event
With a presentation of Philippe Bolopion, Managing Director at TOBAM and LBRTY® Strategy Lead
Time & Location
18 Nov 2025, 12:30 – 14:00
Online event
About the event
EFPA Luxembourg organize the event:
" Navigating autocracy risk: strategies for building a resilient portfolio", with Philippe Bolopion, Managing Director at TOBAM and LBRTY® Strategy Lead
Are investors unwittingly exposed to autocracy risk in their portfolio?
Geopolitical tensions fostered by autocracies have increasingly impacted financial markets in recent years.The Russian invasion of Ukraine is a case in point, with more than 1,000 companies listed outside of Russia forced to close their operations in Russia, resulting in losses exceeding US$250 billion.
Geopolitical risks, which have often been neglected in investment decisions in the past, should now be central in portfolio construction: ignoring them can prove very costly. That’s why TOBAM developed an original way to efficiently identify and manage it.