Dipl. Finanzberater*in IAF (Diploma of the IAF)

Do you already work in finance and enjoy advising private individuals? Perhaps you already have years of experience as an advisor and want to prove your qualification with a recognized diploma? In this case, the one-year continuing education program to become a certified financial advisor IAF is designed exactly for you.

In the rapidly changing market of banks, insurance companies, fiduciary and financial service providers, qualified financial advisors are in great demand as consultants for private clients. Mostly they work in the middle management level. They can also specialize in an area such as asset formation, retirement planning, insurance or financing.

The zB. Zentrum Bildung Baden offers the further education for Dipl. Finanzberater*innen IAF in cooperation with Mendo AG.

The goals

We provide our future certified financial advisors IAF with the know-how to independently provide financial advice to private individuals (up to medium complexity). The focus is on the topics of assets, retirement planning, insurance, real estate, customer proximity and the development of your communication and sales skills.

For whom?

This training is aimed at employees of financial institutions (banks, insurance companies, trust companies, tax consulting firms, etc.). Self-employed advisors and intermediaries who work in customer service and in the sale of financial and pension products from banks and insurance companies also develop their skills optimally with this course.

The degree is recognized by the Financial Market Authority (Finma) for fund sales (according to CISA) and for insurance brokerage (according to VAG). The qualification as a financial advisor is at the same time the first of two levels towards the qualification as a financial planner with a federal certificate.