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, 13 Oct
|Online event
CPD Session - Structured Products
Yann Robbiola, President of LS Advisor SAS will share with you the essentials of "Structured Products"
Time & Location
13 Oct 2021, 14:00 – 16:00 CEST
Online event
About the event
"Structured Products" Webinar, the 13 October with Yann Robbiola, President of LS Advisor SAS from 2:00 to 4:00.
Objectives
A beginner practical course to understand the basic knowledge of Structured products, the different components that are used to build them and how and when using them in a diversified portfolio
- Training parts/ Content :
What is a Structured Product?
The building blocks: IRS, CDS, FORWARD, OPTIONS
The different types of Underlyings
Features of a Structured Product
Benefits of a Structured Product for a diversified portfolio
How to buy and monitor a Structured Product
Examples of Structured Products and their sensitivities: BOND + CALL, REVERSE CB, AUTOCALL, PHOENIX …
- Targeted public:
- Diversified PM
- Private Bankers
- Family Officers
- IFAs
- Assets and Liabilities PM
He also will take time to answer your questions.
For all information about the webinar, you reach info@efpa.lu
The EFPA Luxembourg Team