Welche Zulassungsvoraussetzungen gelten für die Höhere Fachprüfung zum Finanzanalytiker / Vermögensverwalter oder zur Finanzanalytikerin / Vermögensverwalterin mit eidg. Diplom?
What are the admission requirements for the Advanced Federal Professional Examination (AFPE) for Financial Analyst / Asset Manager or Financial Analyst / Asset Manager with Federal Diploma?
In order to be admitted to the Advanced Federal Professional Examination (AFPE) for Financial Analyst / Asset Manager, you must meet the following criteria by the time you take the examination at the latest:
- Vocational education and training (VET), high school diploma or equivalent qualification
- At least five years of professional experience in banking or finance
or
- Federal Diploma of Higher Education (Achtung: Englisch gleich. Diploma HF!), Federal Diploma of Higher Education (AFPE), Bachelor's degree from a University of Applied Sciences or University in the field of economics
- At least three years of professional experience in banking or finance
or
- Master's degree from a University of Applied Sciences or a university in the field of economics
- At least two years of professional experience in banking or finance
and
- have the required module qualifications* or certificates of equivalence
*Financial Accounting and Analysis, Equity, Corporate Finance and Fixed Income, Economies and Derivatives, Portfolio Management