European Financial Planner®

& International Financial Planner®

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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.

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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.

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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.

Conférence bureau
Factsheet (pdf)
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    • Home
    • About us
      • Philosophy
      • Governance
      • Recognition
      • Partners
      • EFPA in Europe
      • Members
    • Programmes
      • European Investment Assistant
      • European Investment Practitioner
      • European Financial Advisor
      • European Financial Planner
      • EFPA ESG Advisor
      • CPD
    • Events
      • CPD event
      • Training session
    • Book
    • News
      • EFPA Coffee Break
      • EFPA Legal & Press review
      • EFPA Market review
      • Other news
    • FAQ
    • Contact
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      • Profile
      • Members
      • CPD records
      • Forum
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