Financial planner with federal certificate of proficiency

Financial planners with a federal certificate of proficiency advise private clients on financial matters, taking into account their respective life situations, such as upcoming retirement, career and family status. Financial planners must be able to link complex financial expertise with the specific needs of their clients.

The zB. Zentrum Bildung Baden offers the advanced training for financial planners with federal certificate in cooperation with Mendo AG. You will learn from experienced lecturers who are themselves in the middle of their jobs and benefit from the know-how of two renowned educational institutes for financial courses.

The goals

In this continuing education course, you will acquire the know-how of a 360° view for individual, holistic financial solutions.

You will learn how to tailor financial solutions to the needs and life situations of customers, how to develop them and how to present them successfully. We will show you the methodology you can use to provide private Swiss clients with optimal and efficient advice and support in financial matters.

You will have the competence for independent and sustainable financial planning and financial consulting for private persons (dependent and self-employed persons with connection to the second pillar) over their entire life cycle until retirement.

For whom.

The students of this course are usually employees of a financial institution such as banks, insurance companies or financial intermediaries or independent financial advisors from asset management, pension consulting, insurance brokerage, etc.