Welche Zulassungskriterien gelten für die Finanzplaner Weiterbildung mit Berufsprüfung?
What are the admission criteria for continuing education, further training and Federal Professional Examination?
The admission requirements for the Financial Planner continuing education, further training with Federal Professional Examination are:
- Certificate of a vocational apprenticeship of at least three years' duration or an equivalent qualification and at least two years' professional experience in the financial services sector.
or
- Successful completion of two years of basic training and five years of professional experience, at least two of which must be in the financial services sector.
or
- At least five years of professional experience in the financial services sector.
and
- Proof of the following module qualifications or confirmation of equivalence as a financial planner up to 30 days before the start of the examination: asset formation, pension provision (personal and social insurance), insurance (property and asset insurance), real estate / financing. The module qualifications must not be older than 32 months.
The professional practice must be completed during the financial planner continuing education, further training until the start of the financial planner examination. The SFBI decides on the equivalence of foreign certificates and diplomas.
