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:

  1. The course builds on the IAF Diploma in Financial Advisory and prepares you for the federal professional examination.
  2. The financial planner qualification is federally recognized.
  3. The course is part-time and can be completed in 4 to 9 months.
  4. 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.
  5. Persons without a commercial apprenticeship qualification may also be admitted to the examination if they have professional experience in financial consulting.
  6. There is a provider in every region that offers financial planner courses in cooperation with the IFFP.
  7. 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
  8. The courses are very practice-oriented, so you can put what you have learned into practice immediately
  9. The teachers are proven experts, have a lot of practical experience and can give you individual tips.
  10. 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)"