Create a financial plan as a financial planner IAF and with Federal Diploma of Higher Education

Create a financial plan: What can you do as a financial planner IAF and with a Federal Diploma of Higher Education?

As an IAF financial planner with a Federal Diploma of Higher Education, you can provide private individuals with comprehensive financial advice and support throughout their entire life cycle up to retirement as part of private financial planning. This means creating a financial plan for:

  • Build-up planning (financial planning build-up) - personal financial plan or strategic financial planning
  • Financial plan for house purchase
  • Pension planning

The respective schools are happy to provide detailed information about the course content and the skills taught. Contact the right school quickly, easily and without obligation using our contact form.

Suitable training courses/seminars: