CAS Senior Financial Consultant: Training, information, overview of schools and offers

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Are you looking for a CAS Senior Financial Consultant (FH)? - Here you will find suitable schools as well as further information, tips and resources for further education.

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Tipps und Entscheidungshilfen für die Ausbildungswahl

Studies on the national advisory market in the banking sector show that a very specific customer segment has become increasingly important, attractive and relevant: Bank customers of advanced age, in short: over 50 or 50+. At this age, the topic of retirement and pensions becomes more topical and the desire for sound financial advice increases accordingly. The demographic changes of recent decades and their forecasts for the future are proving to be a burden and pressure for older people before they retire when it comes to planning their own retirement provision. However, there are numerous options available here, which specialized financial advisors can address.

The CAS Senior Financial Consultant continuing education program enables financial consulting experts to offer professional and targeted advice to private banking clients aged 50+. This enables them to provide sustainable, professional and competent support to a very demanding client segment.

The CAS Senior Financial Consultant is completed on a part-time basis within 14 attendance days and graduates benefit from numerous documents that can provide them with a helpful basis for their future work. Would you like to get in touch directly with a university that offers the CAS Senior Financial Consultant (FH) course? Would you like to order detailed course documents? Then visit the independent education portal Ausbildung-Weiterbildung.ch. Just a few clicks will take you to a helpful overview of all relevant courses in the field of financial consulting and you can order detailed written information directly from the schools using the inquiry form. On the portal, you can also benefit from a downloadable guide and other free services relating to education and careers.


Questions and answers

Als Zulassungsbedingungen für den CAS Senior Financial Consultant gelten entweder ein Hochschulabschluss (Bachelor, Master, etc.) oder ein anderer eidgenössisch anerkannter Abschluss auf Tertiärstufe, sowie mindestens drei Jahre Berufserfahrung im Finanzbereich in der Kundenberatung.

Ein CAS (Certificate of Advanced Studies) ist ein Weiterbildungsabschluss an einer Hochschule.

  • Dauer: In der Regel 1 Semester berufsbegleitend
  • Titel: "Certificate of Advanced Studies in (Thema)"
  • Anerkennung: Internationale Vergleichbarkeit via ECTS-Punkte
  • ECTS-Punkte (European Credit Transfer System = Internationale Leistungspunkte)

Über die Dauer eines Semesters erstreckt sich der Weiterbildungslehrgang CAS Senior Financial Consultant und findet berufsbegleitend an 14 Unterrichtstagen statt.

Angesprochen für den CAS Senior Financial Consultant sind Finanzberater und Finanzberaterinnen, die für die Beratung und Begleitung von Privatkunden 50plus verantwortlich sind und einige Jahre Berufserfahrung sowie einen höheren Bildungsabschluss verfügen.

Ziel des CAS Senior Financial Consultant ist es, umfassende Fachkompetenzen, sowie Sozial- und Methodenkompetenzen zu erwerben, die es ermöglichen, erfolgreich Beratungsgespräche zu führen und abzuschliessen. Die Entwicklung individueller Lösungswege aufgrund verschiedenster Kundensituationen, sowie die Diskussion, Beurteilung und Umsetzung der Konsequenzen der einzelnen Handlungsoptionen werden während des Kurses optimiert und verfeinert.

Kunden 50plus, Vorsorge- und Nachlassplanung (inklusive Case Study), Pensionsplanung (inklusive Case Study), Internationale Aspekte, Portfoliomanagement und Kapitalanlagen, Finanzberatung Entrepreneurs (inklusive Case Study zur Nachfolge-Planung) sind die Themenschwerpunkte der Weiterbildung CAS Senior Financial Consultant. Dabei werden den Teilnehmenden sowohl Fachwissen, als auch Sozial- und Methodenkompetenzen vermittelt. Die Themen werden mithilfe von Fallstudien und Präsentationen umgesetzt.


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.


Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»

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Sofort zur richtigen Weiterbildung

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Address:
Neuengasse 20
3011 Bern
Mendo AG
(5,2) Very good 69 69 Ratings (100% )
CREDIBLE, PRACTICAL AND UP-TO-DATE. Mendo AG has specialized in the training of financial advisors for many years and is known for its high quality standards. With its nationwide, trilingual offering and partnerships with other educational institutions, Mendo AG is a leader in the training of financial experts.

Our most important training courses are as follows:
- Insurance broker VBV
- Certified financial advisor IAF
- Financial planner with federal certificate
- CAS Senior Financial Consultant (in partnership with the HWZ University of Applied Sciences in Business Administration Zurich)
- Continuing education seminars "excellence in finance"
- Online courses mendoweb.ch
Strengths: High quality standards / Bilingual offering / Leading in the training of financial advisors
Region: Aargau, Bern, Ostschweiz, Tessin, Westschweiz, Zentralschweiz, Zürich
Sites: Baden, Zürich, Bern, Luzern, St. Gallen, Lausanne, Vezia
Certifications, Memberships, Qualifications:
Blended Learning
Bundesbeiträge
Cicero
IAF
Online-Unterricht

Schulen mit zertifizierter Bildungsberatung