Financial planner with federal certificate of proficiency

After this further training, you will have the competence for independent and sustainable financial planning and consulting for self-employed persons and employees on the subject of occupational pension and retirement planning. You will complete the one-semester training with the federal certificate of proficiency.

Advantages and prospects

The course for financial planners with a federal certificate of proficiency focuses on the various phases of life (build-up phase and preparation for retirement for the self-employed) as well as on family situations (marriage, cohabitation, divorce, etc.). The specialist knowledge acquired in the earlier modules (IAF dipl. Finanzberater/in level) is applied and dealt with in a user-oriented and networked manner.