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.
LIVE CONFERENCE "Digital Horizons"
Thu 10 Oct
|Banque de Luxembourg
Join us for an insightful panel discussion hosted by the CAIA Luxembourg Chapter, in partnership with EFPA Luxembourg ASBL and the CFA Luxembourg Chapter, as we delve into the transformative impact of AI and digitization on the landscape of alternative investments.
Time & Location
10 Oct 2024, 18:00 – 21:00
Banque de Luxembourg, 14 Bd Royal, 2449 Ville-Haute Luxembourg
About the event
Guided by esteemed experts in the field, this discussion will unravel the intricate interplay between technological advancements and the alternative investment sphere, focusing on three pivotal segments.
Global Trends Reshaping Industries: Our speakers will conduct a comprehensive analysis of the key global trends poised to disrupt industries and economies. From the proliferation of AI-driven technologies to the digitization of financial systems, we will explore these trends in-depth and uncover their profound business implications. Through nuanced insights and informed perspectives, we aim to provide attendees with a strategic understanding of the evolving investment landscape.
Local Ramifications in Luxembourg Communities: As the discussion narrows its focus, our attention turns to the ramifications of these global trends on our investment communities here in Luxembourg. Delving into the socio-economic fabric of the region, our panelists will examine how AI and digitization are reshaping industries, employment patterns, and societal dynamics. By elucidating the localized impacts,…