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.
EFA - Final Exam - May 2026
La date et l'heure sont à définir
|Final exam registration
Prepare the next final examination, for the EFA certification on a digital platform.
Time & Location
La date et l'heure sont à définir
Final exam registration
About the event
The European Financial Adviser® (EFA) certification is the second step of our certification program. It aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.
This certification refers to professionals who offer a rigorous service of assessing clients' needs and developing financial solutions, particularly concerning investments at portfolio level, but also including basic insurance/retirement, credit/financing solutions.
This certification is the third step of our global programme, including EIA, EIP, EFA and EFP certifcations.
Find more details about your certification program here.
Through accredited training centers, you will have access to training programs with experts to prepare the final examination for our certification.
The fee for the final examination will be 650€. The fees include: administrative fees, registration, access to CPD sessions in case of success to the final exam, and the first annual subscription year. These fees do not include the training fees that will be invoice…
Tickets
Registration
This ticket will give you access to our next final exam.
€650.00
+€16.25 ticket service fee
Total
€0.00