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.
Recognition
​
EFPA Luxembourg ASLB is recognized as a training center by the Minister of National Education, Childhood and Youth of Luxembourg.
​
This status allows our members to benefit from tax advantages as part of their certification, for unemployed person and also others.
​
​
​
EFPA Luxembourg ASBL has been added by the Commission de Surveillance du Secteur Financier (CSSF) to the list of bodies providing external training within the meaning of Circular CSSF 17/670 of 13 October 2017.
Consequently, the EFPA European Investment Practitioner® certification, the EFPA European Financial Advisor® certification and the EFPA European Financial Planner® certification are recognized by the CSSF as meeting the different criteria as stated in the Circular CSSF 17/665 of 31 July 2017.