Certificate of Advanced Studies CAS in Financial Planning in Private Banking (15 ECTS)

One of the core tasks of private client advisors is to understand the financial goals and wishes of their clients and to derive the corresponding need for action. The CAS Financial Planning in Private Banking provides insight into all areas of life-phase-oriented client advice for private individuals in Switzerland and imparts basic competencies in this regard.

The certificate course (CAS) Financial Planning in Private Banking conveys - building on the ISO certification Client Advisor Bank - compact and well-founded networked knowledge in all areas of life-phase oriented client advice for private individuals in Switzerland. This covers investments, career changes, different lifestyles and, in particular, the topics of pension provision, inheritance and self-determination.

As a solid and well-founded basis, this CAS imparts "state of the art" knowledge and promotes competencies and skills in important core areas of serving private clients in Switzerland. By deliberately linking the individual topics, participants gain a differentiated understanding of their role and can understand current developments in a broader context, critically question them and draw appropriate conclusions for their advisory activities. Thanks to the strong practical relevance of this training, participants are able to deepen their advisory skills in a targeted manner and thus provide their clients with real added value.