Finance and investment expert: training, further education, overview of providers, information
Are you looking to train as a finance and investment expert? - Here you will find suitable schools as well as further information, tips and resources for further training.
Would you like personal advice on the higher professional examination? Contact the provider of your choice via the "Free information on the topic..." button - without obligation, quickly and easily.
Tipps und Entscheidungshilfen für die Ausbildungswahl
The financial and investment expert has in-depth knowledge of asset management, investments in real estate or real estate financing, bank insurance, legal matters and taxes. They are primarily concerned with the management of clients' assets and pay attention to returns, risk, maturity and liquidity, while keeping an eye on the general conditions. They are the link between the clients, who cannot express themselves in technical jargon, and the asset manager. The client's assets may consist of real estate as well as finances, which is why a private client may also need real estate advice.
The finance and investment expert responds to the concerns of private clients, whereby a good knowledge of asset management is required. They are familiar with the real estate sector and its development and decide whether to save or invest in real estate. The success of banks depends on the global added value generated by financial advice. Financial and investment experts are also increasingly in demand for bank insurance. They can, for example, incorporate life insurance into financial planning in a meaningful way. The finance and investment expert is a sought-after specialist. They mainly work in management positions at banks and insurance companies or are self-employed in the financial and investment sector.
On the large education portal Ausbildung-Weiterbildung.ch you will find various providers who offer further training to become a federally recognized "Certified Finance and Investment Expert". Order up-to-date information online now.
Questions and answers
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.
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.
Sofort zur richtigen Weiterbildung
Frau Sylvie Jeck
Feldstrasse 80
8180 Bülach
Strengths:
Federal degrees I High practical relevance I Proven experts as lecturers I Leading in the training of financial specialists
Schulen mit zertifizierter Bildungsberatung
Linda, deine Weiterbildungsfinderin