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 - European Market Infrastructure Regulation (EMIR)
Thu 22 Sept
|AML: Updating
The Topic will be presented by the specialist Jens Schmidt, CFA | Partner | Consulting | Wealth & Asset Management at Ernst & Young Business Advisory Services S.à r.l, the 22 September from 12:30 to 14:30.
Time & Location
22 Sept 2022, 12:30 – 14:30 CEST
AML: Updating
About the event
The Topic will be presented by the specialist Jens Schmidt, CFA | Partner | Consulting | Wealth & Asset Management at Ernst & Young Business Advisory Services S.à r.l. from 12:30 to 14:30.
Content:
1.Background EMIR – Part of a global OTC derivative reform
2.Understand the EMIR requirements
•Impacted entities and product scope
•Risk Mitigation techniques