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 : "Tax Impacts of Investors' Residency Migrations"
Wed 06 May
|Online webinar
During this session moderated by Jacques Linon, Sylvie Leick, Personal Tax Partner at BDO, will depict for you the Tax Impacts of Investors' Residency Migrations.
