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

Suitable training courses/seminars: