Welche weiterführenden Bildungsmassnahmen sind als Finanzplanungs-Experte / Finanzplanungs-Expertin mit eidg. Diplom möglich?

What further training measures are possible as a financial planning expert with a federal diploma?

If you would like to continue your education after passing your Advanced Federal Professional Examination (AFPE) to become a financial planning expert, you will find a wide range of different options. Institutes and Universities of Applied Sciences, for example, offer compact courses and courses with a different focus. You can also attend a College of Higher Education, where you can complete this continuing education, further training:
  • Diploma in Business Administration CHE
  • Graduate banker CHE
  • Insurance economist CHE

Universities of Applied Sciences offer Bachelor's degree programs in Business Administration with various specializations, such as Controlling and Accounting or Banking and Finance. Postgraduate courses could also be of interest to you, e.g. in the form of a Master of Advanced Studies in Financial Consulting or Private Banking and Wealth Management.

Suitable training courses/seminars: