Compliance: GWG (Cert.)  (Region Basel):
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Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5,0) Very good 61 61 Ratings (96% )
The IfFP Institute for Financial Planning is one of the market leaders in the training and further education of financial professionals in Switzerland. Our strength lies in professional training for advisors with client-oriented tasks at all levels.

Our currently most important courses:

Insurance broker VBV - Cert. Insurance and pension consultant IAF
Cert. Investment Advisor IAF
Certified financial advisor IAF
Financial planner with federal FA
Certified Real Estate Advisor IAF
Certified occupational pensions advisor IAF
CFP® Certified Financial Planner™
Certified financial planning expert NDS HF
SME financial expert with federal DP
CAS Management of corporate succession
MLA compliance
Continuing education seminars in insurance and pensions: finanzakademie.ch
Continuing education seminars on company succession
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
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq

Schulen mit zertifizierter Bildungsberatung

Questions and answers

The IfFP's complete advanced training course on the subject of GWG comprises 14 to 21 half-days. However, only individual modules can be taken.

Nach dem Absolvieren aller drei Module erlangen Absolventen und Absolventen der GWG-Weiterbildung das Zertifikat des IfFP Instituts für Finanzplanung und der Fund Academy «Finanzdienstleistungs-Compliance FA/IfFP», welches vom Weiterbildungsregister der Schweizer Versicherungswirtschaft, Cicero, anerkannt ist.

Teilnehmende des GWG Lehrgangs des Instituts für Finanzplanung sollten für eine Zulassung über mindestens drei Jahre Berufserfahrung in der Finanzbranche verfügen.

The IfFP anti-money laundering training consists of three modules, which can also be taken individually. These modules are

  • GWG compliance
  • Product and sales compliance
  • Tax compliance

The institute will inform you about the contents of the individual modules, which you can reach easily and without obligation via the contact form.

Employees of banks, asset management companies and fund & asset management at all levels who work in client and product-oriented functions as well as LECO departments are the target group of the "Compliance: AML, products and distribution, taxes" course. In addition to those responsible for the Anti-Money Laundering Act, it is also aimed at those responsible for tax issues, sales and product managers in Fund & Asset Management, client advisors, employees in Distribution and Sales Support as well as Legal & Compliance.

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.

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Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»

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