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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.
Choose your pricing plan
EFPA Silver
400€Every yearFor 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 yearFor 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 yearFor 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 yearTraining for Independent Administrator- 3 CPD training sessions of your choice (6 training hours)
- 5% discount on EFPA Certifications
id Linked Gold
720€Every yearTraining 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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