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.
Networking Series
This original initiative will allow you to share a privileged moment with one our partners on a specific topic and to network with other colleagues from the finance industry.
EFPA Live Conference 2024
You didn't get the chance to attend our last Live Conference of 2024 event at Quintet Private Bank in collaboration with CAIA and CFA ?
Watch this video to relive the best moments of the conference!