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.
Wed, 06 Dec
|Luxembourg
CPD Session - "ESG Evolutions: How are financial market players adapting to Sustainable Finance challenges?
EY Luxembourg, in collaboration with EFPA are delighted to extend an invitation to the upcoming joint event: ESG Evolutions: How are financial market players adapting to Sustainable Finance challenges? A face-to-face session only for EFPA Luxembourg Members.
Time & Location
06 Dec 2023, 16:00 – 17:30 CET
Luxembourg, 35e Av. John F. Kennedy, 1855 Kirchberg Luxembourg
About the event
In May 2018 the European Commission adopted the Sustainable Finance Action Plan with ambitious targets to move towards low carbon economy and address challenges of climate change, environmental degradation, and social sustainability. Five years later, we invite you for discussion on the progress of the sustainable finance agenda in Luxembourg: how market participants are going throughout this transition, implementing new ESG regulatory requirements, enhancing its processes, governance and automated tools, developing new products and services. We will discuss Luxembourg's commitment to leading the sustainability agenda in the financial sector, the impact of regulatory updates on the market, and opportunities for long-term value creation.
Agenda:
04:00 p.m. Welcome
04:15 p.m. Fire-side chat with Vanessa Müller and Nicoletta Centofanti
04:35 p.m. Discussion panel: EY, LuxFLAG, Spuerkeess, Carmignac
05:10 p.m. Q&A
05:30 p.m. Warm Christmas wine
Speakers:
• EY - Vanessa Müller, Partner
• LSFI - Nicoletta Centofanti, General Manager
• Carmignac - Lloyd McAllister, Head of Sustainable Investment
• LuxFlag - Ahmed Ouamara, Head of Sustainability Operations
• Spuerkeess - Rudi Belli, Head of Department Secretary General