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 - "Key tax considerations for financial products and wealth management"
Tue, 26 Nov
|Online event
With Marie Sophie Helier, Partner EY Luxembourg, Francois Messner Senior Manager EY Luxembourg
Time & Location
26 Nov 2024, 16:00 – 18:00
Online event
About the event
EFPA Luxembourg organize the event:
"Key tax considerations for financial products and wealth management"
Marie Sophie Helier, Partner EY Luxembourg, and Francois Messner Senior Manager EY Luxembourg will present the webinar "Key tax considerations for financial products and wealth management" based on this indicative content :
- Typical key tax parameters within the investment chain
- tax aspects at investors, underlying investments, and intermediate SPV/investment platform levels opportunities and tax conformity constraints to keep in mind
- Importance of tax suitability of products to help financial planners in their discussions with investors
- classification of investors and related tax needs
- Focus on key jurisdictions and key products – France / UK / Germany –funds / Real estate (SCI)/ life insurance contracts
- Tax consequences for investors of income accumulation vs distribution at fund or holding company level
- Inheritance and gifts taxes: key tax considerations in wealth transmission
For more information, you can reach EFPA Luxembourg at info@efpa.lu