Investment advisor: Training, further training, course, overview of schools

Investment advice is a matter of trust. Lay people rely on the advice of professionals who can demonstrate proven expertise in this area. Article 6 of the Financial Services Act (FinSA) states that a client advisor must have sufficient knowledge - both of the rules of conduct under this Act and of the specialist knowledge required for their activities. Further training to become an investment advisor can meet precisely these requirements by building up knowledge and confirming this with proof of knowledge in the form of a certificate. After all, there are far-reaching regulations and requirements when advising investment clients that client advisors should be aware of.

In addition to the necessary specialist knowledge, the further training to become a certified investment advisor IAF also teaches the rules of conduct for FILEG-compliant investment advice. It is aimed at client advisors who are involved in advising on and selling financial instruments (investments). With the greatest possible practical relevance, they learn the necessary know-how to be able to advise private individuals on all questions of asset formation and investments. The course covers financial instruments, collective investments, investment advice and FIDLEG duties of conduct. The course can be completed either as a classroom course or as a mixture of classroom and online training. There are no specific admission requirements for the IAF Investment Advisor course.

Are you looking for specific offers for training or further education to become a financial advisor? Then you've come to the right place at Ausbildung-Weiterbildung.ch. Here you will find suitable courses and educational institutions. You can also quickly and easily order additional information documents from the individual providers of wealth advisory training courses. Get detailed information from us before you decide on a suitable training course.