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.
CPD Session - Inclusive Finance: What are we talking about?
Tue, 28 Nov
|Online event
The specialists of InFiNe and LMDF will provide us with the main mechanisms and latest tools after explaining the evolution of microfinance over the last 2 decades.
Time & Location
28 Nov 2023, 12:30 – 14:30
Online event
About the event
EFPA Luxembourg organize this event in collaboration with InFiNe, e-MFP and LMDF.
After a brief introduction made by InFiNe to the Luxembourg Inclusive Finance ecosystem, the European Microfinance Platform (e-MFP) and LMDFtrainers will provide participants with an overview of what financial inclusion is about, its origins, rationale, and role of its main stakeholders as well as how the sector leverage data to manage its impact.
The session will also present current trends of the sector, including green and climate smart finance, the role of technology and client protection, and will refer to the main initiatives developed by the sector, including the Universal Standards for Social and Environmental Performance Management (USSEPM), Atlas database, the Green Index and the Green Map, the Social Investors Working Group work on SFDR and EU regulations, the Client Protection Pathway, among others.
You will benefit to ask them all of your questions.
For more information, you can reach EFPA Luxembourg at info@efpa.lu