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.
Wed, 30 Nov|
Macarena Obiglio, Manager at EY will present all the updates on the matter. All the essentials and the answer to your questions.
Time & Location
30 Nov 2022, 10:00 – 12:00
About the event
International Sanctions topic will be explained by the EY Manager and specialist, Macarena Obiglio.
All the necessary regulations framework, updates, and study cases are going to compose this new CPD session.
Contact EFPA Luxembourg