EFPA LUXEMBOURG
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ABOUT EFPA LUXEMBOURG

EFPA is the largest and most respected professional license and certification body forfinancial planners and advisors in Europe.
EFPA’s mission it to guarantee knowledge and competences through independent certifications.
It is present in 12 European countries plus in 6 others through chapters:
Austria, Czech Republic, Estonia, France, Germany, Hungary,

WHY CHOOSE EFPA TRAINING?

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A VISION OF EXCELLENCE…
The main objective of EFPA is to promote the development and dissemination of international professional standards of excellence in order to contribute to the highest level of quality in the professional practice of financial advisers.
EFPA Luxembourg works to ensure that the knowledge and practices of financial advisers reach the level of excellence required by demanding customers through the dissemination of a code of conduct and appropriate certifications.
EFPA thus enables financial advisers to ensure the acquisition and maintenance of their knowledge and skills through certifications recognized at European level.
… IN ACCORDANCE WITH REGULATORY REQUIREMENTS.

EFPA also allows each practitioner to meet regulatory requirements in the sector. In fact, in its "Guidance on the assessment of knowledge and skills", ESMA provides details on the skills that the staff of professionals providing investment advice must have. These prerequisites are included in the CSSF circular number 17/665.

Through training provided by EFPA, each professional can thus ensure that they meet the skills and knowledge criteria set out by ESMA and the CSSF in order to provide quality service to their customers.

In addition, EFPA Luxembourg ensures the quality of the providers who deliver its training and in particular that they meet the criteria set out by the CSSF in its circular 17/670. 

To enable each professional to demonstrate to the CSSF that they have effectively acquired a level of knowledge and competence of excellence, EFPA Luxembourg is organizing a final exam and ensuring the maintenance of the knowledge and skills of each professional through continuing education.

EFPA STANDARDS AND CERTIFICATIONS

EUROPEAN FINANCIAL PLANNER (EQF6)
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The EFP (European Financial Planner) is the highest level of certification. It concerns the financial planning activity as a whole.

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. The educational programs should be covered in a minimum of 40 classroom days or 320 tuition hours (or equivalent).

EUROPEAN FINANCIAL ADVISER (EQF 5)
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The EFA (European Financial Advisor Certification) is aimed at practitioners with an extended financial advisory activity. It is the most widespread level of European certification.

That certification refers to professionals who offer a rigorous service of assessing clients' needs and developing financial solutions, particularly concerning investments at portfolio level, but also including basic insurance/retirement /credit/financing solutions. The educational programs should be covered in a minimum of 20 classroom days or 160 tuition hours (or equivalent).

EUROPEAN INVESTMENT PRACTITIONER (EQF 4)
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The EIP (European Investment Practitioner Certification) is for those who offer a basic advisory service.

Certification designed to meet the requirements set by art. 18 of the ESMA Guidelines on knowledge and competences for staff giving investment advice. The training programs should be covered in a minimum of 10 classroom days or 80 tuition hours (or equivalent).
17 Sep, 10:30
European Convention Center Luxembourg,
4 Place de l'Europe, 1499 Luxembourg

BOARD OF DIRECTORS

This is in charge of managing the local entity and maintain the relationship with EFPA EU

STANDARD QUALIFICATION COMMITTEE

The tecnical committee is in charge of: 
• Adapt to local market the syllabi of the 3 exams
• Prepare the test exams
• Accredit universities and course providers

INTERNATIONAL ADVISORY BOARD

It is made up of international experts, which advise the board and give EFPA Luxembourg an unique international vision.

ANNEMARIE ARENS

EFPA Luxembourg Board Member and Co-founder

Independent Director

GERMAIN BIRGEN

EFPA Luxembourg Board Member and Co-founder

Director, Head of Business Development at Banque de Luxembourg

MARCO CALDANA

EFPA Luxembourg Board member and Co-founder

CEO at FARAD Group and APCAL President

ALESSANDRO DI ROBERTO

EFPA Luxembourg Board Member and Co-founder

Managing Director at YT Investor Services S.A.

ROGER HARTMANN

EFPA Luxembourg Chairman and Co-founder

Strategy Leader at Fuchs Group and University Professor

CONTACTS

email: info@efpa.lu Office: 9, rue Schiller L-2519 Luxembourg Tel : 26202281

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