Financial planner with federal diploma

Financial planner with federal diploma

Provider: Adult Education Center (EBZ) Olten

Price
CHF 3’300
Duration
5 months — 10 months
Level
Novice level
Accomplishment
Swiss Federal Diploma
Language
Deutsch
Location
Olten

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.

Professions

Tags

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