Financial planner / financial advisor: Success stories from graduates and students:

Short success stories from graduates and students of the "Financial Planner with Federal Diploma" course are published here on an ongoing basis.

Stefan Nievergelt, financial advisor IAF and financial planner with a federal certificate, real estate partner in wealth management at UBS Switzerland AG, lecturer at IfFP

Stefan Nievergelt: Financial Advisor IAF and Financial Planner FA at IfFP

Stefan Nievergelt
Stefan Nievergelt

Stefan Nievergelt's entry into the world of finance began with an internship at ZKB and, after completing further in-service training to become a certified business economist KSZH, led him to work as a client advisor and trainer at ZKB and then at Zurich and Swiss Life before becoming a mortgage specialist at PostFinance and finally at UBS, where he is now responsible for supporting client advisors in Wealth Management, i.e. Private Banking, as a real estate partner / contact person. He maintains numerous contacts with end clients and advisors, uses his professional expertise in the area of assets and pensions on a daily basis in pension and financial planning as well as in his real estate financing analyses and supports client advisors in matters relating to real estate and real estate financing.

Practically relevant further training at the IfFP

He has worked hard to acquire his professional expertise, including further training to become an IAF financial advisor and a financial planner with a federal certificate at the IfFP, the Institute for Financial Planning in Zurich. As ideal preparation for the professional certificate, Stefan Nievergelt first completed the non-federally recognized IAF financial advisor course and then invested intensive working and learning days in further training in preparation for the professional examination. But this learning effort has paid off for him. The learning content and working methods of the practical course to become a financial advisor and financial planner are now more than useful to him in his day-to-day work and have opened up new career opportunities for him. Following his further training, Nievergelt now also works as a lecturer at the IfFP at financial advisor and financial planner level in the field of real estate and passes on the specialist and methodological knowledge he has acquired to his students.

Contact information: Stefan Nievergelt, snievergelt at@bluewin.ch

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
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23/08/2024
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26/08/2024
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06/05/2024
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