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.
Next CPD Session - 'Cryptocurrency as an alternative investment'
Mon, 19 Sept
|Online event
Christophe Roehri, Deputy CEO at TOBAM will explain to us the "Cryptocurrency as an alternative investment" and will answer your questions.
Time & Location
19 Sept 2022, 12:30 – 14:00
Online event
About the event
The expert of TOBAM Core Investments will present to us:
- What are the Cryptocurrencies
- The most important to know exactly
- How to invest/leverage/guidelines
- Best practices and more
During the session, you will be invited to ask the expert your questions.