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.
Tue, 21 Feb
|CSRD Updating
CPD Session - CSRD "Corporate Sustainability Reporting Directive"
Our Expert Vanessa Müller, EY Luxembourg Consulting Partner, ESG Services Leader will bring on the table the essential of CSRD.
Time & Location
21 Feb 2023, 09:00 – 11:00 CET
CSRD Updating
About the event
CSRD directive is to impose on European companies precise and complete extra-financial reporting to be included in a report to be published annually.
This extra-financial report, as provided for by the new directive, is intended to improve the dissemination and communication, reliability and quality of environmental, societal and corporate governance information.
This report must include ESG (Environment, Social and Good Governance) criteria as part of the presentation of their non-financial performance and present the information necessary to understand the company's impact on "sustainability" issues, somewhat obscure term that assesses the consequences of the decisions taken by the company with regard to social issues in the broad sense (particularly with regard to human rights and measures in favor of equality and non-discrimination ), environmental and governance.
Training Content:
- Purpose of the Corporate Sustainability Reporting Directive (CSRD)
- The scope of the Corporate Sustainability Reporting Directive (CSRD): who/which entity is concerned
- The focus points
- The calendar
- Practical example
All your questions can be asked.
For more information about the session, please contact info@efpa.lu