Finanzberater werden: Finanzberater, was ist das?
Becoming a financial advisor: Financial advisor, what is it?
The qualified financial advisor IAF advises the broad middle class of employed persons in the employment phase. With this qualification, graduates fulfill the educational requirements of the Financial Market Authority (Finma) for financial sales and can register as insurance brokers. They can then go on to complete the federal certificate as a financial planner. Financial advisors are employees of banks, insurance companies and other financial institutions as well as independent advisors. They are able to provide independent financial advice to private individuals in the active acquisition phase, taking into account the legal framework. The main areas of advice include the initial presentation, situation analysis, recommendation of measures and closing the sale.
