CAS Senior Financial Consulting (FH)  (Region Zürich):
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Sofort zur richtigen Weiterbildung

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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:
Blended Learning
Bundesbeiträge
Cicero
IAF
Online-Unterricht
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Questions and answers

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.

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.

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.

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

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.

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)

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.

Educational counseling online

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»

Haven't found the right training or further education yet? Benefit from educational advice now!

Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.

The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.

Choosing the right educational offer is not easy for many prospective students.

Which training and further education is the right one for my path?

Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.

Your advantages:

You will receive

  • Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
  • An overview of the different levels and types of education
  • Information about the Swiss education system

We offer our educational counseling in the following languages on request: French, Italian, English

Register now and concretize your training plans.

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