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.
Certification - EIP for China September 21
Tue 14 Sept
|Online courses with Interfima
Learn all about the regulatory framework in Europe Prepare the next final examination, the next 02/02/2022, for the IIP certification on a digital platform.
Time & Location
14 Sept 2021, 09:00 CEST
Online courses with Interfima
About the event
The International Investment Practitioner® (IIP) certification has been designed to reach the level competences required for staff giving investment advice by the ESMA in Europe. It will explain you the constraints and advantages of the European framework and the differences with the Chinese practices.
That certification is developed for those who offer a basic advisory service.
This certification is the first step of our global programme, including IIP, IFA and IFP certifcations.
Find more details about your certification program .here
Through Interfima, our digital training platform partner, you will have access to v-conferences with experts to prepare the final examination for our EIP certification. These sessions will be recorded, so you can assist to the courses in live or watch it when you want.
The fee for the digital courses, including your access to the platform, the materials, access to the courses and the records will be 500€.
Tickets
Registration
This ticket will give you access to our next final exam.
€500.00
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