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 - "Sustainable finance labels & Investment product trends"
Wed, 15 Jan
|Online event
Ahmed Ouamara, CFA/Head of Sustainability Operations of LuxFLAG will explain to us all about the ISR Labels and what they do refer to.
Time & Location
15 Jan 2025, 12:00 – 13:30
Online event
About the event
EFPA Luxembourg invites you to the CPD session event:
"The ESG Labels and the Sustainable Finance" :
How labels help investors identifying sustainable investment opportunities and align with their values (with a focus on ESG Insurance Products and microfinance Products)
An overview of the latest trends in sustainable investment products and staying ahead of regulatory developments - navigating compliance in a rapidly evolving landscape.
For more information, you can reach EFPA Luxembourg at info@efpa.lu