Financial planner with federal diploma

Financial planner with federal diploma

Provider: AcadeMe

Price
CHF 6’500
Duration
6 months
Level
Novice level
Accomplishment
Swiss Federal Diploma
Language
Deutsch
Location
Zürich

About


Description

As a financial planner with a federal certificate of proficiency, you have an important job - you accompany private individuals on the longest "vacation" of their lives - into retirement.

It is therefore essential that you master the entire spectrum of advice for private households with dependent employment over the entire life cycle up to retirement within the framework of private financial planning. Central topics are the financial management of life events as well as financial security in old age.

This course provides you with in-depth and broad-based knowledge of current financial services. One focus is on training your technical and consulting skills. Numerous case studies and practical examples will prepare you for your work as a financial planner.

Professions

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