How much does the continuing education program for financial planners leading to a Federal Diploma of Higher Education cost?

The cost of the Financial Planner continuing education program leading to a Federal Diploma of Higher Education varies depending on the educational provider, course format, and the extent of exam preparation. For the preparatory course, you can generally expect to payCHF 5,900 to CHF 16,900calculate. In addition, theFee for the Federal Professional Examination of approximately CHF 1,000to.

Since this is a Federal Professional Examination, candidates who take the exam may, after doing so, for up toReclaim 50% of the eligible course costs from the federal government.This significantly reduces the actual financial burden.

Here are the details regarding the costs of the financial planner continuing education, further training program:

The total cost consists of various components:

  • Course Fees Charged by the Educational Provider
  • Educational Materials and Specialized Literature
  • Exam Fee for the Federal Professional Examination
  • possibly additional exam preparation or intensive training
  • personal expenses, such as travel and meal expenses

Depending on the school, certain services may already be included in the course fees, while others may be billed separately. It’s therefore worth comparing the different offers.

Course fees vary depending on the provider and the format of instruction. Currently, prices for preparatory courses range from approximately CHF 5,900 to CHF 16,900.

Differences arise, for example, due to:

  • In-person classes, online classes, or blended learning
  • Number of Lessons and Scope of Exam Preparation
  • Included teaching materials
  • additional simulation tests
  • personal guidance during the course

A separate examination fee applies for the Federal Professional Examination.

This currently amounts to approximately CHF 1,000. The exam fee is charged directly by the exam board and is not included in the course fees.

The continuing education program to become a financial planner with a Federal Diploma of Higher Education is one of the preparatory courses for a federal examination and is therefore generally eligible for federal funding.

After taking the federal examination, graduates can claim a refund of up to 50% of the eligible course costs—regardless of whether they passed the examination.

As a result, the effective out-of-pocket cost can be reduced to around CHF 5,000, for example, if the course costs CHF 10,000.

In addition to the actual course fees, you should budget for additional expenses:

  • Educational Materials and Textbooks
  • Calculators or other aids
  • Registration or administrative fees (depending on the provider)
  • Additional exam preparation sessions
  • Travel and Meal Expenses

The additional costs vary depending on the educational provider and your individual learning path.

Is it worth investing in further training to become a financial planner?

The Swiss Federal Certificate in Financial Planning is a recognized qualification for demanding advisory roles in the financial sector. The continuing education, further training program deepens expertise in areas such as wealth accumulation, retirement planning, tax planning, insurance, and comprehensive financial advising.

For those who wish to advance their careers in financial consulting, this investment can pay off in the long run. The degree opens up career opportunities, for example, as a financial planner, bank client advisor, retirement advisor, or specialist in retirement and wealth planning.

 

Compare Offers

The costs, teaching models, and services included vary depending on the educational provider. Therefore, use our contact form to request information materials from various providers—free of charge and with no obligation—and compare their offerings.

Overview of schools "Financial Planner with Federal Diploma of Higher Education"