Welche Zulassungsbedingungen gelten für die Höhere Fachprüfung zum Finanzplanungs-Experte / zur Finanzplanungs-Expertin mit eidg. Diplom?
What are the admission requirements for the Advanced Federal Professional Examination (AFPE) for financial planning experts with a federal diploma?
Anyone wishing to register for the Advanced Federal Professional Examination (AFPE) to become an SME financial expert (outdated designation: financial planning expert) is required to provide proof of the following admission requirements:
- Completed Federal Professional Examination in Financial Planning with Federal Diploma of Higher Education or equivalent qualification
- Professional experience of at least four years in the financial services industry
- Passed module certificates:
- Holistic management, succession and advertising development processes, change management
- Project management
- Management of human capital
- Negotiation and conflict resolution
- Financing for SMEs
- Risk Management
- Law
- Taxes
- Corporate transactions
- Private financial planning
