Qualified financial advisors can provide private individuals with competent advice and support on financial planning issues. They are familiar with services and products in the areas of asset accumulation, pensions, insurance and real estate and are able to draw up individual financial plans. In doing so, they take into account the current situation, needs, opportunities and wishes of their clients and develop customized solutions. With the IAF diploma, they also have the opportunity to work in fund sales and register as insurance brokers.
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