Financial planning expert: training, information, schools and offers at a glance
Tipps und Entscheidungshilfen für die Ausbildungswahl
Questions and answers
Where do you work as a financial planning expert?
As a financial planning expert, you will work in a variety of functions in the financial services sector, e.g. in financial planning, management consulting, occupational pensions and corporate insurance, in the credit and trading departments of banking institutions and in auditing companies. This opens up interesting career and earning opportunities.
Swiss certified financial planning expert: What are the personal requirements?
As a federally certified financial planning expert, you should meet the following personal requirements:
- analytical skills
- strong sense of responsibility
- Ability to lead employees and work in a team
- Ability to develop, implement and control projects
- Good knowledge of business administration, finance and accounting
- Organizational talent
Swiss certified SME financial expert: How long does the training take and what degree do you get?
The training lasts 50 days and lasts 16 months. It can be completed on a part-time basis. Those who subsequently complete and pass the Advanced Federal Professional Examination (AFPE) may use the title of certified SME financial expert.
What are the admission requirements for the Advanced Federal Professional Examination (AFPE) for Financial Planning Experts with a Federal Diploma?
- Passed module certificates
- Completed Federal Professional Examination in Financial Planning with Federal Diploma of Higher Education or equivalent qualification
- Professional experience of at least four years in the financial services industry
What further training measures are possible as a financial planning expert with a federal diploma?
- Diploma in Business Administration CHE
- Graduate banker CHE
- Insurance economist CHE
Universities of Applied Sciences offer Bachelor's degree programs in Business Administration with various specializations, such as Controlling and Accounting or Banking and Finance. Postgraduate courses could also be of interest to you, e.g. in the form of a Master of Advanced Studies in Financial Consulting or Private Banking and Wealth Management.
What is the content of the course leading to the Advanced Federal Professional Examination (AFPE) in SME Financial Planning?
- Change management
- Holistic management
- Management of human capital
- Succession and value development process
- Project management
- Law
- Private financial planning
- Risk Management
- Negotiation and conflict resolution
- Taxes
- Financing for SMEs
- Integrated SME financial consulting
- Corporate transactions
What does an SME financial expert do?
An SME financial expert performs the following tasks:
- Advice and support for small and medium-sized enterprises (SMEs) on all financial and corporate strategy issues, in particular succession planning and private financial planning
- secure financing and ensure that the company is attractive to providers of equity or debt capital
- Financial planning when setting up a business
- Identify strategic opportunities, but also gaps and weaknesses of the company
- Develop and implement corporate strategy
- Define corporate goals and develop measures
- sustainably improve the financial and future viability of the company
What skills does an SME financial expert with a federal diploma have?
An SME financial expert with a federal diploma has the following skills:
- SME financial experts have in-depth knowledge of tax and insurance issues, pension planning and legal matters.
- When it comes to succession planning, they know whether a merger, division or concentration, reorganization, demerger or change of legal form is an option.
- You are familiar with the preparation and execution of corporate transactions.
- In addition to technical skills, they also have social skills.
- They are able to provide assistance in resolving conflicts and in credit or sales negotiations.
Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung
Haven't found the right training or further education yet? Benefit from educational advice now!
Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.
The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.
Choosing the right educational offer is not easy for many prospective students.
Which training and further education is the right one for my path?
Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.
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You will receive
- Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
- An overview of the different levels and types of education
- Information about the Swiss education system
We offer our educational counseling in the following languages on request: French, Italian, English
Register now and concretize your training plans.
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