Was sind die Themenschwerpunkte des CAS Senior Financial Consulting?

The CAS Senior Financial Consulting offers in-depth continuing education, further training with a focus on financial issues for experienced consultants. The main topics are

• Pension planning: basics and strategies for retirement provision with practical examples
• Estate planning: Legal and tax aspects of wealth transfer including case study
• Financial planning for entrepreneurs: Financial challenges of entrepreneurs, with a focus on succession planning
• Customer groups 50+: Financial advice for people aged 50+, including life phase model
• Pension planning: coordination of private, occupational and state pension provision
• Investments and portfolio planning: development and evaluation of investment strategies
• International aspects: Special features of cross-border financial advice

The CAS Senior Financial Consulting continuing education, further training is aimed at professionals who wish to deepen their skills in comprehensive financial planning - particularly with regard to pensions, succession and investments.

Please note: The specific content of the CAS Senior Financial Consulting may vary slightly depending on the school. To make sure which topics are currently being offered, we recommend that you contact the respective educational institution directly. Use our contact form to forward the question directly to the desired school.