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I will show you here on the basis of5 Facts,why completing the financial planner training is worthwhile for you. The Federal Professional Examination qualifies you to advise private individuals as part of theprivate financial planning over the entire life cycle until retirement.ThisFinancial statements recognized by Finmain the field of insurance brokerage offersgood job prospects and interesting career opportunities.The title of financial plannerwith Federal Diploma of Higher Educationis at the final level of higher vocational education and training. TheTwo-stage structure of the trainingenables a quick job change even at the intermediate level as a financial advisor. And financial planners can also progress to expert status after obtaining the specialist certificate.
If you want to develop further as a financial advisor, you can complete the subsequent financial planner training. After this, you can not only advise private customers in the areas of assets, pensions, insurance and real estate, but also provide them with individual financial planning. This additional training gives you the skills to develop and implement long-term financial planning tailored to the needs of private customers over their entire life cycle. Such financial planning includes
Financial planners are therefore in a position to provide their private clients with comprehensive financial advice and support - whether on behalf of a bank, an insurance company, a life insurance company or as an independent financial advisor.
The Financial Planner qualification at Federal Professional Examination level (higher professional education) is recognized by FINMA (Financial Market Supervisory Authority) as a professional qualification for insurance intermediaries in accordance with the Insurance Supervision Act (ISA). The certificate is also recognized by the regservices.ch register of advisors and graduates have knowledge of the duties of conduct in accordance with the Financial Services Act (FinSA, Art. 6 / activities 1, 2, 4 and 5 in accordance with Art. 3). The Federal Professional Examination is sponsored by the IAF (Interessengemeinschaft Ausbildung im Finanzbereich), which is why the professional qualification is often referred to as Financial Planner IAF. In the oral examination, competencies are tested by means of a "real client discussion" based on a specific client case. This allows comprehensive financial planning know-how to be tested and queried.
These are the five most important advantages of training as a financial planner with a Federal Diploma of Higher Education:
In the first two semesters or so, the topics of asset accumulation, pension provision (personal and social insurance), insurance (property and asset insurance) as well as real estate financing, law and taxes are covered. This is the diploma level for financial advisors IAF and is specifically examined. In the remaining one to two semesters, the focus is on pension provision and assets as well as integrated financial planning for private households. These topics are then examined in the Federal Professional Examination. Financial planners have a broad range of specialist knowledge in the financial sector, in particular about standard market investment, credit, pension and insurance instruments. During the initial consultation, they analyze the client's financial situation, such as income and expenditure, existing assets, debts, taxes and life risks, as well as their individual needs. Financial planning forms the basis for finding a solution and usually leads to the conclusion of a sale and implementation.
In the rapidly changing financial market, financial planners find interesting jobs as qualified advisors at banks, insurance companies, fiduciary and financial service providers. As planners for private clients - employed in the middle management of financial services companies - they have good earning potential. With the Federal Diploma of Higher Education in Financial Planning, you can then take an Advanced Federal Examination (AFPE) to become a financial expert or investment expert with a federal diploma. It is also possible to take the examination to become an SME financial expert, financial analyst or asset manager. This means that graduates of the Federal Professional Examination have access to other interesting professional qualifications. It is also possible to study at a College of Higher Education. The Federal Professional Examination in Financial Planning is therefore a good intermediate step on the way to a successful career in finance.
