About

Description

The financial planner with a federal certificate of proficiency can provide private households with dependent gainful employment with comprehensive financial advice and support over the entire life cycle up to retirement within the framework of private financial planning. Central topics are the financial management of life's events and financial security in old age. The attractive segment of pension planning opens up to the specialist certificate in financial planning. The focus is on practical skills in planning, consulting, implementation and sales.

Requirements

There are no formal prerequisites for attending the course. Practical experience in advising private individuals on the topics of the individual modules combined with up-to-date specialist knowledge is highly recommended.
The prerequisite for admission to the federal final examination is the successful passing of the examination for the dipl. financial advisor IAF. For further details on admission to the examination, please refer to the IAF guidelines and examination regulations.

Professions

Wealth Manager Town planner Tax Consultant Space Planner Risk Analyst Retirement Planner Personal Finance Coach Pension Consultant Meat Manager Investment Advisor Insurance broker Insurance Advisor Financial Planner Financial Educator Financial Analyst Financial Advisor Estate Planner Credit Counselor

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