IAF Financial Advisor Diploma

The IAF Financial Advisor Diploma training course is aimed at all bank, insurance advisors and financial intermediaries practicing in private client advising in Switzerland.

The training is ideal for potential candidates who wish to retrain professionally in financial advising through a comprehensive and detailed training course and a series of practical examples that will be carried out in the classroom. Through a detailed overview of numerous concepts in finance, insurance, social security, legal and taxation, participants will have the opportunity to gain important knowledge and insights to meet the increasingly demanding and timely needs of their clients.

The training course also aims to prepare participants who wish to do so to take the certification exam to obtain the "Diploma of Financial Advisor IAF Diploma," which is recognized by the Swiss Financial Market Supervisory Authority (FINMA).

The course is recognized for maintaining the Swiss Association for Quality (SAQ) bank client advisor certification: 240 hours (technical and behavioral skills).