You will find the following topics on our site: What is the content of this training? Customer orientation is an elementary key factor in investment consulting. A decisive differentiator for successful customer service is the quality of advice. In this course, you will learn to consistently align your investment advice with customer needs and to strategically develop and tactically implement appropriate investment solutions. The content covers topics such as client needs, investment profile, return expectations, asset classes, behavioral finance, financial planning, estate planning, inheritance law, tax planning, compliance, financial market regulation, capital market theory, portfolio theory, robo advisor, strategic asset allocation, sustainable investments and asset management. The CAS is a mandatory component of the MAS/DAS Private Banking & Wealth Management course and part of the MAS/DAS Bank Management. You can book it individually. What degree do you receive? This course of study will take you a decisive step forward in your career. You will receive the title Certificate of Advanced Studies Lucerne University of Applied Sciences and Arts/FHZ in Investment Advisory. What are the admission criteria? You have successfully completed a course of study at a university or college (at least a Bachelor's degree) or have equivalent competencies and at least three years of relevant professional experience. If you have any questions regarding admission, please contact the course director Prof. Dr. Karsten Döhnert. How is the course structured? In terms of content, we divide this advanced training in investment consulting into two modules. Among others, they cover the following main topics: Module 1 Strategic Investment Process Module 2 Financial Planning and Tactical Implementation The location is very easy to reach by public and private transportation. Class times are coordinated with train connections. Trains run all day on the Zurich-Lucerne transport axis. You can reach the institute from Rotkreuz station in less than five minutes on foot. For your arrival by train, you will find the train connections at this point. When are the class times for this continuing education program? Classes are held every two to three weeks at the following times: How long does this continuing education program last? This program lasts four months. It starts in September and ends in December. When does the study program start? The next CAS starts on September 1, 2022. Register here now or by August 5, 2022. How do you receive the Investment Blog? The Institute of Financial Services Zug IFZ sends out the Investment Blog with contributions from renowned experts on a weekly basis. It covers modern and central topics relating to asset management and investment advice in Switzerland. Subscribe to it here.
