EFPA European Investment Practitioner
Outside Europe, this certification is providing under the label International Investment Practitioner® (IIP) certification. The certificate is adapted to local constraints.
Target Audience:
That certification is developed for those who offer a basic advisory service.
Continuous Professional Development Program:
To maintain a high level of competence and update their knowledge, EFPA requires its certificate holders to follow a continuous professional development (CPD) program.
The CPD activities recognized in the CPD program can be made of internal or external training programs, seminars, webinars, and conferences.
The CPD activities recognized in the CPD program can be made of internal or external training programs, seminars, webinars, and conferences.
Final examination
To have an access to the EIP exam, a certificate of attendance to a training course is required.
Examinations are conducted by EFPA Armenia and held at the UBA premises.
Exam Rules
Examinations are conducted by EFPA Armenia and held at the UBA premises.
Examination Registration
Eligibility to take the examination requires successful completion of the training course. Payment is due only upon completion of the course.
Examination Fee
Training program
| Тема | Продолжительность (дни/часы) | |
|---|---|---|
| Module 1 | ECONOMIC ENVIRONMENT | 1.0 |
| Module 2 | FINANCIAL MARKETS | 0.5 |
| Module 3 | INVESTMENT PRODUCTS | 4.5 |
| Module 4 | ASSESSING CLIENT NEEDS | 0.5 |
| Module 5 | PORTFOLIO CONSTRUCTION AND SELECTION ACCORDING TO CLIENT NEEDS | 1.5 |
| Module 6 | INVESTMENT PRODUCTS FOR INSURANCE AND RETIREMENT PURPOSES | 1.0 |
| Module 7 | REGULATION AND ETHICS | 1.0 |
| Ընդամենը | 10.0 ժ |
Телефон:
+374 60 52 22 33
Эл. почта:
efpa.armenia@uba.am