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.
Know that the next face to face Fire side Chat will be Thursday 28th September at 5:15.
Topic: «Tech Takeover : How Digital is Reshaping Wealth Management ?
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We wish you a nice weekend!🙂
All the Best,
EFPA Luxembourg Team
Dear Fellow EFPA members, I'm trying to find out what the exact criteria is under MiFID for an individual to be considered an accredited investor in the EU (more specifically, Germany) in order to invest in venture capital-related projects and funds.
Any information on this would be greatly appreciated!