SME financial expert (HFP)  (Region Zürich):
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Sofort zur richtigen Weiterbildung

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Toplisting
Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
» 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
Certifications, Memberships, Qualifications:
Firmenangebote
Bundesbeiträge
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq

Schulen mit zertifizierter Bildungsberatung

Questions and answers

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

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
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.

The term financial planning expert is outdated and is no longer used. During your continuing education, further training in financial planning, you will prepare in detail for the Advanced Federal Professional Examination (AFPE), which will earn you the federally recognized title of "Certified SME Financial Expert", for example. It consists of the following main topics:
  • 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

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

Educational counseling online

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Preview of the video «Finanzplaner / Finanzplanerin: 5 Vorteile, 4 Nachteile»

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.

Your advantages:

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.

Attraktive Services für SKO Mitglieder

Kostenlose Services

» Bildungsberatung (Wert: CHF 150.–)
Bildungs- und Businessratgeber (Wert: CHF 175.–)

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