Financial advisor IAF

As a practical qualification to be able to competently advise medium-sized private individuals, the further education Financial Advisor IAF forms a solid basis. The training provides a broad insight into four central topics: Capital formation, retirement planning today and in old age, optimal insurance protection, and financing your own home. The Financial Advisor IAF qualification is recognized by the Financial Market Supervisory Authority (Finma) as specialized training for obtaining a fund distribution license and as a professional qualification for registration as an insurance intermediary.