Certified financial planner (IAF) with federal certificate of proficiency

Certified financial planner (IAF) with federal certificate of proficiency

Provider: AKAD

Price
CHF 5’940
Duration
6 months
Level
Novice level
Accomplishment
Swiss Federal Diploma
Language
Deutsch
Location
Zürich

About


Description

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.

Requirements

Admission to the professional examination is granted to those who:

  1. holds a certificate of proficiency from a basic training program of at least three years or equivalent and has two years of professional experience in the financial services sector
  2. or has successfully completed two years of basic training and has five years of professional experience, of which at least two years must have been in the financial services sector
  3. or has at least five years of professional experience in the financial services sector.

In addition, the following modules must have been passed by the Dipl. Finanzberater IAF:

  • Wealth Creation
  • Retirement planning
  • Insurance
  • Real estate
  • Individual modules may be insufficient. The guidelines regulate the details.

Professions

Tags

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