I will show you here on the basis of5 Facts,why completing the financial planner training is worthwhile for you. The professional examination enables you to advise private individuals as part of aprivate financial planning over the entire life cycle until retirement.ThisFinancial statements recognized by Finmain insurance brokerage bringsgood job prospects and interesting career opportunities.The title of financial plannerwith federal certificateis at the final level of higher vocational education and training. TheTraining structure over two stagesensures rapid job changes even at the intermediate level as a financial advisor. And even after the specialist certificate, financial planners can continue to develop to expert status.
If you would like to develop your skills as a financial advisor, you can do the subsequent financial planner training. After this, you can not only advise private customers in the areas of assets, pensions, insurance and real estate, but also provide them with individual financial planning. This additional training gives you the skills to develop and implement long-term financial planning tailored to the needs of private customers over their entire life cycle. Such financial planning includes
This enables financial planners to provide their private clients with comprehensive financial advice and support - whether from a bank, insurance company, life insurance company or as an independent financial advisor.
This financial planner qualification at the level of the professional examination (higher professional education) is recognized by Finma (Financial Market Supervisory Authority) as a professional qualification for insurance intermediaries in accordance with the Insurance Supervision Act (ISA). The certificate is also recognized by the regservices.ch register of advisors and graduates have knowledge of the duties of conduct in accordance with the Financial Services Act (FinSA, Art. 6 / activities 1, 2, 4 and 5 in accordance with Art. 3). The sponsor of the professional examination is the IAF (Interessensgemeinschaft Ausbildung im Finanzbereich), which is why the professional qualification is often referred to as Financial Planner IAF. In the oral examinations, skills are tested on the basis of a "real client discussion" using a specific client case. This allows the comprehensive financial planning know-how to be tested and queried.
These are the five most important advantages of training as a financial planner with a federal certificate:
In the first two semesters or so, the training focuses on asset accumulation, pensions (personal and social insurance), insurance (property and asset insurance) as well as real estate financing, law and taxes. This is the IAF financial advisor level and is specially examined. For the remaining one to two semesters, the focus is on pension provision and assets as well as integrated financial planning for private households. These are the topics that are then tested in the professional examination. Financial planners have comprehensive specialist knowledge in the financial sector, in particular about standard market investment, credit, pension and insurance instruments. During the initial presentation, they analyze the client's financial situation, such as income and expenditure, existing assets, debts, taxes and life risks, as well as their individual needs. Financial planning is the basis for finding a solution and usually leads to the conclusion and implementation of the sale.
In the rapidly changing financial market, financial planners can find interesting jobs as qualified advisors at banks, insurance companies, trust and financial service providers. As planners for private clients - employed at middle management level in financial services companies - they have good salary prospects. With the specialist certificate in financial planning, you can then take a higher specialist examination to become a financial expert or investment expert with a federal diploma. It is also possible to take the examination to become an SME financial expert, financial analyst or asset manager. This opens up further interesting professional qualifications to graduates of the professional examination. It is also possible to study at a university of applied sciences. The professional examination as a financial planner is therefore a good intermediate step in a successful financial career.
Linda, deine Weiterbildungsfinderin