Welchen Teilnehmerkreis spricht der CAS Senior Financial Consultant an?

Angesprochen für den CAS Senior Financial Consultant sind Finanzberater und Finanzberaterinnen, die für die Beratung und Begleitung von Privatkunden 50plus verantwortlich sind und einige Jahre Berufserfahrung sowie einen höheren Bildungsabschluss verfügen.

Welche Ziele verfolgt der CAS Senior Financial Consultant?

Ziel des CAS Senior Financial Consultant ist es, umfassende Fachkompetenzen, sowie Sozial- und Methodenkompetenzen zu erwerben, die es ermöglichen, erfolgreich Beratungsgespräche zu führen und abzuschliessen. Die Entwicklung individueller Lösungswege aufgrund verschiedenster Kundensituationen, sowie die Diskussion, Beurteilung und Umsetzung der Konsequenzen der einzelnen Handlungsoptionen werden während des Kurses optimiert und verfeinert.

Welche Inhalte thematisiert der CAS Senior Financial Consultant?

Kunden 50plus, Vorsorge- und Nachlassplanung (inklusive Case Study), Pensionsplanung (inklusive Case Study), Internationale Aspekte, Portfoliomanagement und Kapitalanlagen, Finanzberatung Entrepreneurs (inklusive Case Study zur Nachfolge-Planung) sind die Themenschwerpunkte der Weiterbildung CAS Senior Financial Consultant. Dabei werden den Teilnehmenden sowohl Fachwissen, als auch Sozial- und Methodenkompetenzen vermittelt. Die Themen werden mithilfe von Fallstudien und Präsentationen umgesetzt.

Welche Aufnahmevoraussetzungen gelten für den CAS Senior Financial Consultant?

Als Zulassungsbedingungen für den CAS Senior Financial Consultant gelten entweder ein Hochschulabschluss (Bachelor, Master, etc.) oder ein anderer eidgenössisch anerkannter Abschluss auf Tertiärstufe, sowie mindestens drei Jahre Berufserfahrung im Finanzbereich in der Kundenberatung.

Ein CAS (Certificate of Advanced Studies) ist ein Weiterbildungsabschluss an einer Hochschule. Dauer: In der Regel 1 Semester berufsbegleitend Titel: "Certificate of Advanced Studies in (Thema)" Anerkennung: Internationale Vergleichbarkeit via ECTS-Punkte ECTS-Punkte (European Credit Transfer System = Internationale Leistungspunkte)

Über welchen Zeitraum erstreckt sich der CAS Senior Financial Consultant?

Über die Dauer eines Semesters erstreckt sich der Weiterbildungslehrgang CAS Senior Financial Consultant und findet berufsbegleitend an 14 Unterrichtstagen statt.

Universities > Banks/Finance/Insurance > Banking & Finance (FH/Uni) > Continuing education (FH) > CAS Senior Financial Consulting (FH)

CAS Senior Financial Consultant: Training, information, overview of schools and offers

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Tipps und Entscheidungshilfen für die Ausbildungswahl

Studies on the national advisory market in the banking sector show that a very specific customer segment has become increasingly important, attractive and relevant: Bank customers of advanced age, in short: over 50 or 50+. At this age, the topic of retirement and pensions becomes more topical and the desire for sound financial advice increases accordingly. The demographic changes of recent decades and their forecasts for the future are proving to be a burden and pressure for older people before they retire when it comes to planning their own retirement provision. However, there are numerous options available here, which specialized financial advisors can address.

The CAS Senior Financial Consultant continuing education program enables financial consulting experts to offer professional and targeted advice to private banking clients aged 50+. This enables them to provide sustainable, professional and competent support to a very demanding client segment.

The CAS Senior Financial Consultant is completed on a part-time basis within 14 attendance days and graduates benefit from numerous documents that can provide them with a helpful basis for their future work. Would you like to get in touch directly with a university that offers the CAS Senior Financial Consultant (FH) course? Would you like to order detailed course documents? Then visit the independent education portal Ausbildung-Weiterbildung.ch. Just a few clicks will take you to a helpful overview of all relevant courses in the field of financial consulting and you can order detailed written information directly from the schools using the inquiry form. On the portal, you can also benefit from a downloadable guide and other free services relating to education and careers.

Questions and answers

Which group of participants is the CAS Senior Financial Consultant aimed at?

The CAS Senior Financial Consultant is aimed at financial advisors who are responsible for advising and supporting private clients over 50 and have several years of professional experience and a higher education qualification.

What are the objectives of the CAS Senior Financial Consultant?

The aim of the CAS Senior Financial Consultant is to acquire comprehensive specialist skills as well as social and methodological skills that enable you to successfully conduct and conclude advisory discussions. The development of individual solutions based on a wide variety of client situations, as well as the discussion, assessment and implementation of the consequences of the individual options for action are optimized and refined during the course.

What does the CAS Senior Financial Consultant cover?

Clients 50plus, retirement and estate planning (including case study), pension planning (including case study), international aspects, portfolio management and investments, financial consulting for entrepreneurs (including case study on succession planning) are the main topics of the CAS Senior Financial Consultant continuing education, further training. Participants are taught specialist knowledge as well as social and methodological skills. The topics are implemented with the help of case studies and presentations.

What are the admission requirements for the CAS Senior Financial Consultant?

The admission requirements for the CAS Senior Financial Consultant are either a university degree (Bachelor, Master, etc.) or another federally recognized degree at continuing education and training / tertiary level, as well as at least three years of professional experience in the financial sector in client consulting.

What is a CAS?

A CAS (Certificate of Advanced Studies) is a further education qualification from a Universities.

Duration: Usually 1 semester part-time
Title: "Certificate of Advanced Studies in (subject)"
Recognition: International comparability via ECTS points
ECTS points (European Credit Transfer System = international credit points)

What is the duration of the CAS Senior Financial Consultant?

The CAS Senior Financial Consultant training course lasts one semester and takes place over 14 teaching days.

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

Overview of providers for CAS Senior Financial Consultant (FH)

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Overview of providers for CAS Senior Financial Consultant (FH)

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Address:
Neuengasse 20
3011 Bern

Mendo AG

(5.2) Very good 70 70 Ratings (100% )

CREDIBLE, PRACTICAL AND UP-TO-DATE. Mendo AG has specialized in the training of financial advisors for many years and is known for its high quality standards. With its nationwide, trilingual offering and partnerships with other educational institutions, Mendo AG is a leader in the training of financial experts.

Our most important training courses are as follows:
- Insurance broker VBV
- Certified financial advisor IAF
- Financial planner with federal certificate
- CAS Senior Financial Consultant (in partnership with the HWZ University of Applied Sciences in Business Administration Zurich)
- Continuing education seminars "excellence in finance"
- Online courses mendoweb.ch