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 - Techniques of regulation - AML
Fri, 13 May
|Online event
Thierry André, Partner Regulatory & AML Advisory at Maqit, will explain you the applicable AML regulatory framework.
Time & Location
13 May 2022, 12:00 – 14:00 CEST
Online event
About the event
Thierry André, Partner Regulatory & AML Advisory at Maqit, will explain you the applicable AML regulatory framework in Luxembourg, with focus on the last regulatory updates from 2021.
Reminder of the professional obligations:
- Key risks and potential consequences
- Key focus from the regulator and practical examples
You can ask all required questions to our speaker, during the session.
For further information, please contact info@efpa.lu.