10 advantages of the "Financial Advisor" qualification

The financial advisor training course enables people with professional experience in finance to enter an advisory role. The part-time course leads to a recognized diploma in one year

Summary of the most important advantages of the Financial Advisor with IAF Diploma course:

  1. The financial advisor course is designed to be completed alongside work and can be completed in 9 to 12 months
  2. The diploma is sponsored by the IAF (Interessengemeinschaft Ausbildung im Finanzbereich), which is one of the leading organizations for securing and promoting qualifications in the financial sector
  3. Admission to the course is also possible for lateral entrants. No basic banking or insurance-specific training is required.
  4. The Financial Advisor IAF qualification is the preliminary stage to the federal professional examination "Financial Planner with Federal Certificate", which can be obtained after a further six months
  5. Since January 1, 2018, preparatory courses for federal professional examinations have been financially supported by the federal government. Anyone who continues with this course up to the federal professional examination "Financial Planner" can therefore also receive up to 50% of these course fees back after completing the federal examination.
  6. The degree is recognized by FINMA and entitles the holder to register as an insurance intermediary and apply for a license to sell funds
  7. With the diploma as a financial advisor IAF you can start a successful career in advising and selling financial services.
  8. According to IAF graduate surveys, 94% of graduates rate this training as useful for their professional practice and 98% would recommend the course to others.
  9. Most providers of the course also offer preparatory courses for the professional examination "Financial Planner", so that it is possible to continue at the same school.
  10. The career prospects are good, as the demand for well-qualified specialists is increasing. Private customers are increasingly demanding professional and sound advice.

Overview of schools "Financial advisor"