Eidg. dipl. Finanzplanungsexperte: Welches sind die persönlichen Voraussetzungen?

Swiss certified financial planning expert: What are the personal requirements?

As a federally certified financial planning expert, you should meet the following personal requirements:

  • analytical skills
  • strong sense of responsibility
  • Ability to lead employees and work in a team
  • Ability to develop, implement and control projects
  • Good knowledge of business administration, finance and accounting
  • Organizational talent

Suitable training courses/seminars: