Target group Federal Diploma of Higher Education in Financial Planning

For whom is the Federal Diploma of Higher Education in Financial Planning suitable?

The Federal Diploma of Higher Education in Financial Planning is suitable for people who already work in the financial or insurance sector and would like to develop their skills in the direction of holistic financial advice. A Financial Planner continuing education, Higher Education or Federal Diploma of Higher Education in Financial Planning builds on your professional experience and significantly deepens your specialist knowledge.

Typical target groups are:

  • Employees in banks, insurance companies or trust companies
  • Persons from the financial advisory or investment advisory sector
  • Specialists in the field of pension, tax or investment advice
  • Career changers with relevant previous training and professional experience in the financial sector

The Federal Diploma of Higher Education in Financial Planning is particularly suitable for anyone who wants to advise clients holistically on topics such as budgeting, pensions, taxes, real estate and asset accumulation. It not only teaches product knowledge, but also builds up comprehensive financial planning skills.

Conclusion: The Federal Professional Examination is ideal for financial professionals who want to expand their advisory skills and develop their career to a higher level in finance. Find out about suitable courses or request non-binding documents to plan your next career move.

Suitable training courses/seminars: