European Financial Planner®
& International Financial Planner®
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.
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.
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, 26 Oct|
CPD Session - UN PRI Strategy - Investment tools
The PRI, the world’s leading proponent of responsible investment and works: to understand the investment implications of ESG factors; to support its international network of investor signatories into their investment and ownership decisions. The session will focus on its tools and study cases.
Time & Location
26 Oct 2021, 12:30 – 14:30 CEST
About the event
The PRI is the world’s leading proponent of responsible investment. It works:
- to understand the investment implications of environmental, social and governance (ESG) factors;
- to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions will explain its activities and its main enrollments as proponent
The session will focus on its tools and concrete examples - study cases.
We will be at your disposal for any question. More information to email@example.com.
The EFPA Luxembourg Team