10 advantages of the "Financial planner" course
Training to become a financial planner enables people with professional experience in finance to enter an advisory role. The part-time financial planning course leads to a federal certificate in one year.
Summary of the most important advantages of the Financial Planner with Federal Certificate course:
- The course builds on the IAF Diploma in Financial Advisory and prepares you for the federal professional examination.
- The financial planner qualification is federally recognized.
- The course is part-time and can be completed in 4 to 9 months.
- Thanks to the sponsorship of the IAF (Interessengemeinschaft Ausbildung im Finanzbereich), the qualification enjoys a good reputation and is recognized by FINMA, the Swiss Financial Planners Association and the Vocational Training Association of the Insurance Industry.
- Persons without a commercial apprenticeship qualification may also be admitted to the examination if they have professional experience in financial consulting.
- There is a provider in every region that offers financial planner courses in cooperation with the IFFP.
- With the financial planner qualification, you are qualified for further courses and can tackle the federal diploma as a financial and investment expert, SME financial expert or financial analyst and asset manager
- The courses are very practice-oriented, so you can put what you have learned into practice immediately
- The teachers are proven experts, have a lot of practical experience and can give you individual tips.
- Since January 1, 2018, preparatory courses for federal professional examinations have been financially supported by the federal government. Graduates of these courses can therefore be reimbursed up to 50% of the course costs paid after taking the federal examination
Overview of schools "Financial Planner (BP)"