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.
EFPA Luxembourg CPD Live Session: « Tech Takeover : How Digital is Reshaping Wealth Management ?
Thu, 28 Sept
|16 Zithe Street L-2954 Luxembourg
« Tech Takeover: How Digital is Reshaping Wealth Management? A Fire Side Chat with Solenne Niedercorn-Desouches »
Time & Location
28 Sept 2023, 17:15 – 18:45
16 Zithe Street L-2954 Luxembourg
About the event
Wealth Management is undergoing a significant transformation, characterized by technological innovation, regulatory changes, ethical considerations, and a growing focus on environmental and social impact. Hence, it is no surprise that this is revolutionizing financial services, compliance, digital financing, and incumbents' adaptation strategies.
This era requires a holistic approach, visionary leadership, and strategic collaboration across sectors. We must create a more inclusive, transparent, and responsible ecosystem, fully aligned with broader societal values and needs. All this while navigating challenges related to security, regulatory hurdles, and risk management.