Financial planner with federal certificate of proficiency
Provider: Vocational and further training center Buchs
About
Description
A financial planner with a federal certificate of proficiency advises private individuals on the topics of retirement planning, asset management and pensions. Financial planners are competent and reliable companions in all stages of life, who have to adapt to the changing needs of their clients in order to always be able to act optimally. With further training as a financial planner at the Buchs Vocational and Continuing Education Center, you can lay the foundation for an exciting career in finance.
Requirements
is admitted who:
- holds a certificate of proficiency from at least three years of basic training or an equivalent qualification and has two years of professional experience in the financial services sector, or
- has successfully completed two years of basic training and has five years of professional experience, at least two of which must have been in the financial services sector, or
- has at least five years of professional experience in the financial services sector
Professions
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