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NDS-HF Certified Financial Planning Expert (HF)  (Reinach):
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Liestal Reinach
6km distance
Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
Das IfFP Institut für Finanzplanung zählt zu den Marktführern in der Aus- und Weiterbildung von Finanzfachleuten in der Schweiz. Unsere Stärke sind berufliche Weiterbildungen für Beraterinnen und Berater mit kundenorientierten Aufgaben auf allen Stufen.

Unsere aktuell gewichtigsten Lehrgänge:

Versicherungsvermittler/in VBV
Zert. Vermögensberater/in IAF
Dipl. Finanzberater/in IAF
Finanzplaner/in mit eidg. FA
Dipl. Immobilienberater/in IAF
Dipl. Berater/in berufliche Vorsorge IAF
CFP® Certified Financial Planner™
Dipl. Finanzplanungsexperte/-expertin NDS HF
KMU-Finanzexperte/-expertin mit eidg. DP
CAS Management der Unternehmensnachfolge
GwG-Compliance
Weiterbildungsseminare in Versicherung und Vorsorge: finanzakademie.ch
Weiterbildungsseminare Unternehmensnachfolge
» Company conditions and cooperation opportunities
Strengths: Proven know-how | Many years of experience | High practical relevance
Region: Aargau, Basel, Ostschweiz, Zürich
Sites: Basel, Bern, Buchs SG, Chur, Olten, Winterthur, Zürich
Next start date
Zürich
2/27/2026
Certifications, Memberships, Qualifications:
Firmenangebote
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq
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The postgraduate studies CHE financial planning expert course includes both classroom and self-study, five examinations, five transfer papers, a diploma thesis and an oral examination. The continuing education, further training in financial planning consists of ten modules: "Law", "Taxes", "Pensions" as basic modules; "Management and operational quality assurance", as well as "Negotiation and conflict resolution" as process modules, as well as consulting modules: "Self-employed / SME owners", "Patchwork families", "Senior executives", "Real estate", "Living / working across borders". The course lasts approximately one year with 38 attendance dates plus examinations.

If you would like to continue your education after passing your Advanced Federal Professional Examination (AFPE) to become a financial planning expert, you will find a wide range of different options. Institutes and Universities of Applied Sciences, for example, offer compact courses and courses with a different focus. You can also attend a College of Higher Education, where you can complete this continuing education, further training:
  • 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.

You may also be interested in these courses:

NDS-HF Tax Consultant (HF) SME financial expert (HFP) Financial planner (FPE) NDS-HF in Project Management (HF) NDS-HF Business Analyst (HF) NDS-HF Head of Human Resources / HR Manager (HF)

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