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.
The EFPA ESG Handbook - New edition 2024
What is the concept in a nutshell?
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The EFPA ESG Handbook is a series of content written by practitioners describing the different aspects of sustainable finance. The handbook brings together industry professionals who wish to highlight their expertise and share best practices. More than 80 co-authors took part, covering a wide range of subjects such as :
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What the impact of the regulation is and how to deal with it?
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What the integration of ESG factors means in praxis?
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What the ESG framework means for companies and how to apply it?
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What kind of formats are proposed?
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This new edition is available not only as a book but also in digital formats.
On top of hard copies, a dedicated website is associated in order to facilitate its update and to keep readers informed of the latest developments in sustainable finance. The website compiles all the different content provided and also additional content. The handbook will focus on practical elements including references to the website for complementary content.
Third option is to get the ESG Handbook in an e-book format. It is as well available on the main selling distance platforms such as Google, Amazon, Kobo, FNAC, ...
These two last solutions help to reduce the carbon footprint of the handbook.
What is on the dedicated website www.efpa-handbook.com?
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85 articles divided in 20 different themes
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2 languages (English and Italian)
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Several filters to find quickly what you're looking for
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Information about co-authors
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A glossary of acronyms
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What is displayed on the dedicated website www.efpa-handbook.com?
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=> Have a look on the video presentation
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How to order the ESG-Handbook in the different formats?
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=> Click directly on the image opposite