IAF Financial Planner: certified modules for financial planner certificate

Various modules are examined in two stages for the Federal Certificate in Financial Planning IAF. These cover all the central topics of modern finance and pensions and form the basis for holistic financial advice.

• Level 1 - Basic modules
  In the first stage, the most important specialist areas of financial planning are taught and examined:
  • Capital formation
  • Pension provision (personal and social insurance)
  • Insurance (property and asset insurance)
  • Real estate and financing
  • Law
  • Taxes
• Level 2 - In-depth and integration modules
  The second level builds on the basic knowledge and focuses on practice-oriented application:
  • Advanced pension provision and assets
  • Integrated financial planning for private households

The examinations test whether prospective IAF financial planners have comprehensive specialist knowledge in the areas of investment, financing, pensions, insurance and tax planning. The ability to analyze and plan complex client situations holistically is also assessed.

Note:
The modules and exam content are based on the official specifications of the Interest Group for Training in Finance (IAF). Careful preparation for all modules - ideally via a recognized course provider - is crucial to successfully passing the final exam.