Financial planner with Federal Diploma of Higher Education: Overview of schools, tests, success stories, tips
Are you interested in working as a financial planner with a Federal Diploma of Higher Education? With the appropriate training, you can acquire knowledge in the analysis and planning of financial flows and assets - including risk management for private clients. Here you will find suitable schools as well as further information, tips and tools for continuing education, further training.
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Financial planner with Federal Diploma of Higher Education: Professionals in wealth planning, pensions and real estate
As qualified specialists in the financial services sector, financial planners advise and support private individuals with low to medium incomes and assets in the areas of wealth planning, pensions, insurance, financing and real estate. They create customized concepts for their clients, such as a retirement financing plan. To do this, they clarify the client's needs, analyze income and expenditure as well as assets, debts and taxes. They support their clients in financially managing life events and providing financial security in all phases of life.
Training and degree:The training to become a financial planner with a Federal Diploma of Higher Education builds on the IAF Financial Advisor Diploma and leads to the Federal Diploma of Higher Education, which is also recognized by the Swiss Financial Market Supervisory Authority (FINMA) and accredited by CICERO, the learning accreditation system of the Swiss insurance industry. The course has been in existence since 1999 and is well established on the Swiss job market.
Relevance:Many events in life - marriage, children, house purchase, divorce, legal disputes, early retirement, inheritance, etc. - present not only psychological and physical challenges, but also financial ones. In these cases, a financial plan is often very helpful. The best way to draw one up is with competent financial experts who have in-depth knowledge of the usual market investment, credit, pension and insurance instruments and are familiar with current financial trends and risks. Financial planners with a Federal Diploma of Higher Education are the right people for this and are in demand in the financial world.
Activity and learning content:Financial planners with a Federal Diploma of Higher Education are employed in financial services companies such as banks, insurance companies, fiduciary or tax consulting firms of all sizes and are usually part of middle management. The training provides in-depth knowledge of financial planning in general (pension provision, investments) and specific financial planning for private households (development planning, pension planning, taxes, real estate).
Personal requirement:The Federal Diploma of Higher Education in Financial Planning is aimed at communicative, trustworthy and customer-oriented professionals in financial institutions. If they have good scope and strong conceptual and analytical skills and would like to advise people financially in various life situations and develop prospects with them, this continuing education, further training is the right choice for them.
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