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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.

Conférence bureau

Factsheet (pdf)

Choose your pricing plan

EFPA Silver
400€
Every year
For professionals who wish to update their knowledge!
- Access to 3 CPD sessions per year.
- You are free to choose the themes you wish to follow.
EFPA Gold
600€
Every year
For professionals who want to stay fit for their job!
- Access to 5 CPD sessions per year.
- You are free to choose the themes you wish to follow.
EFPA Platinium
1,000€
Every year
For professionals who want to stay on top!
- Access to 10 CPD sessions per year
- You are free to choose the themes you wish to follow.
id Linked Silver
360€
Every year
Training for Independent Administrator
- 3 CPD training sessions of your choice (6 training hours)
- 5% discount on EFPA Certifications
id Linked Gold
720€
Every year
Training for Independent Administrator
- 6 CPD training sessions of your choice (12 training hours)
- 10% discount on EFPA Certifications
Membership Fee ESG
200€
- Annual membership fee ESG Advisor certification

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