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CAS Senior Financial Consulting (FH) (Chur):
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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

Strengths: High quality standards / Bilingual offering / Leading in the training of financial advisors

Region: Aargau, Bern, Ostschweiz, Tessin, Westschweiz, Zentralschweiz, Zürich

Sites: Baden, Zürich, Bern, Luzern, St. Gallen, Lausanne, Vezia

Certifications, Memberships, Qualifications:

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Education location / Schools Chur

» Would you like to complete the "CAS Senior Financial Consultant (FH)" course in Chur? Here you can find more information about the training location Chur

Questions and answers

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.

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.

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 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.

Overview of providers for CAS Senior Financial Consultant (FH)

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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