Provider: AKAD
As a certified financial planner, you will acquire theoretical and practical expertise in financial planning. Those who hold the professional certificate are qualified specialists in financial planning and can develop long-term financial planning tailored to the client's needs in the area of private households and for small businesses.
They can use a systematic approach to analyze and plan income and expenditure, as well as carry out a holistic inventory of assets, debts, taxes and life risks, taking into account economically, ecologically and socially sustainable development. You can now choose to follow the lessons on-site (if the legal situation allows it), or from home via live stream. You can also switch back and forth between on-site classroom instruction and the hybrid instruction model at any time. This way, even in the event of a quarantine, you'll never miss class.
Admission to the professional examination is granted to those who:
In addition, the following modules must have been passed by the Dipl. Finanzberater IAF: