Was wird in einer Ausbildung in der Vorsorgeberatung vermittelt?

Training in the field of pension consulting provides in-depth knowledge of the Swiss pension system and prepares you to advise clients individually.

The focus is on the following topics:

• The three pillars of pension provision
  Structure, function and interaction of state, occupational and private pension provision.
• Retirement provision and retirement planning
  Options for financial security in retirement, including pension calculation and optimization.
• Risk insurance
  Protection in the event of incapacity to work, disability or death and their integration into pension planning.
• Tax aspects
  Influence of pension products on the tax burden and targeted tax optimization.
• Individual pension strategies
  Analysis of life situations and development of suitable pension solutions for different customer groups.

Training in pension consulting provides a solid basis for providing customers with competent support in pension issues and developing individual solutions.

As the content and requirements for training in pension advice can vary depending on the training provider, it is important to clarify the details directly with the respective school.

Any questions?
A contact form allows the question to be forwarded directly to the desired school with the appropriate training in pension advice.