top of page
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.
Last Other News :
EFPA article in the October issue of AGEFI
EFPA article in the September issue of AGEFI
EFPA article in the June issue of AGEFI
Focus on... CSR Policy : Principles and definitions
Focus on... ESG and Corporate Engagement
Focus on... ESG Benchmarks
Focus on...ESG Criteria in Insurance Products
Focus on... Blended Finance
bottom of page