Financial planner IAF with federal certificate of proficiency
Provider: kv for
About
Description
As a financial planner with a federal certificate of proficiency, you will be involved in financial consulting and planning for private individuals who are affiliated with the second pillar - this includes both employees and self-employed persons. Based on the needs of your clients, you will propose suitable solutions for financial investments. The further training at kv pro provides you with the necessary skills and prepares you for the federal professional examination.
Requirements
Prerequisite for participation at kv pro:
- completed professional training EFZ
- Completion of 4 modules (asset formation, retirement planning, insurance, real estate) of the financial advisor exam
- professional experience in the field of financial services
Please additionally clarify whether you also meet the admission requirements for the federal professional examination.
External examining body:
Examination regulations, admission requirements, registration procedures and fees can be viewed at www.iaf.ch.
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