Financial planner with federal certificate of proficiency

Financial planners with a federal certificate of proficiency can provide comprehensive advice and support to private households with dependent gainful employment over the entire life cycle up to the retirement phase within the framework of private financial planning. The specialist knowledge acquired at the "Financial Advisor IAF" level is applied in an integrated manner.

Details

The focus of this practice-oriented continuing education course is on effective skills in planning, advising, implementation and sales. The training and examination are aimed at experienced financial service providers at banks, insurance companies, fiduciaries, tax consultants and other financial institutions with private clients. Financial planners with a federal certificate of proficiency focus on the various phases of life (building up, preparing for retirement) as well as on civil status situations (cohabitation, marriage, divorce, etc.). One of the core topics is pension planning. The specialist knowledge acquired at the level of "Financial Advisor IAF" is treated in an application-oriented and networked manner.

Target group

• Experienced financial service providers at banks, insurance companies, fiduciaries, tax consultants and other financial institutions with private clients.