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Financial planner with federal certificate of proficiency

Financial planner with federal certificate of proficiency

Provider: Higher Business School Graubünden

Price
CHF 10’000
Duration
1 year — 2 years
Level
Novice level
Accomplishment
Swiss Federal Diploma
Language
Deutsch
Location
Chur

About

Description

The financial planner will be qualified to provide comprehensive and competent advice and support to private households throughout their working life until retirement within the framework of private financial planning.

Requirements

Proof of written module examination as financial advisor IAF

Professions

Wealth Manager Tax Consultant Space Planner Risk Manager Retirement Planner Portfolio Manager Personal Finance Coach Meat Manager Investment Consultant Insurance Advisor Financial Planner Financial Consultant Financial Analyst Financial Advisor Estate Planner Budget Analyst

Tags

Communication Insurance Financial forecast Financial statement Portfolio manager Regulatory compliance Retirement planning Wealth management Risk assessment Financial analysis Optimal tax Investment strategy Budget Financial modeling

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