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Dipl. Finanzplaner/-in with eidg. FA

Dipl. Finanzplaner/-in with eidg. FA

Provider: ibW University of Applied Sciences Southeastern Switzerland

Price
CHF 4’750
Duration
1 year
Level
Novice level
Accomplishment
Swiss Federal Diploma
Language
Deutsch
Location
Chur

About

Description

As a financial planner with a federal certificate, you will be able to provide comprehensive advice and support to private individuals over the entire life cycle up to retirement. This course is run by the ibW partner school HWSGR (Höhere Wirtschaftsschule Graubünden).


Goal

Financial planners are qualified to advise and support private households comprehensively and competently throughout their entire working life until retirement within the framework of private financial planning.

Requirements

  • Proof of the four written module examinations as financial advisor IAF

Professions

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

Tags

Communication Insurance Tax avoidance Financial forecast Portfolio manager Regulatory compliance Retirement planning Wealth management Risk assessment Financial analysis Investment strategy Budget Financial modeling Estate planning

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