Welche Inhalte vermittelt eine Höhere Fachprüfung zum Finanz- und Anlage-Experte / zur Finanz- und Anlage-Expertin mit eidg. Diplom?

What is the content of the Advanced Federal Professional Examination (AFPE) for Finance and Investment Experts with a Federal Diploma?

The following content is taught during continuing education, further training to become a finance and investment expert with a federal diploma:

  • Wealth Management
  • Financial instrument
  • Behavioral Finance
  • Relationship Management
  • Ethics
  • Law
  • Taxes
  • Corporate Finance
  • Financial Planning

Detailed information can be obtained directly from the schools. You can get in touch quickly, easily and without obligation using the contact form. You can also use the "Ask a question" button to get in touch directly with the right contact person.

Suitable training courses/seminars: