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.
EIP - Final Exam - December 2026
La date et l'heure sont à définir
|Final exam registration
Have your skills recognized through a European professional certification compliant with ESMA requirements. Prepare the next final examination for the EIP certification on a digital platform.
Time & Location
La date et l'heure sont à définir
Final exam registration
About the event
The European Investment Practitioner® (EIP) certification has been designed to meet the requirements set by art. 18 of the Esma Guidelines on knowledge and competences for staff giving investment advice.
That certification is developed for those who offer a basic advisory service.
This certification is the second 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 500€. 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 which will be invoiced by the training center.
Tickets
Registration
This ticket will give you access to our next final exam.
€500.00
+€12.50 ticket service fee
Total
€0.00