Financial planner with federal certificate of proficiency

As a financial planner with a federal certificate of proficiency, you have comprehensive expertise in the financial sector, in particular with regard to standard investment, credit, pension and insurance instruments. You will draw up an individual financial plan for your clients based on current life events such as marriage, divorce, early retirement or real estate financing.

Training objective

• You will develop a long-term financial plan tailored to the needs of your clients in the area of private households and small businesses.
• You have a comprehensive knowledge with a systematic approach in the analysis and planning of income and expenditure as well as in the holistic inventory of assets, debts, taxes and life risks, taking into account an economically, ecologically and socially sustainable development.
• You will be able to apply your acquired knowledge and
• to apply the knowledge gained from the preparation of the financial plan in advising (private individuals) self-employed persons as well as self-employed persons who are affiliated to the second pillar.