Financial planner (BP) (Region Aargau):
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Questions and answers
Create a financial plan: What can you do as a financial planner IAF with a federal certificate?
As a financial planner IAF with a federal certificate, you can provide private individuals with comprehensive financial advice and support throughout the entire life cycle up to retirement as part of private financial planning. This means creating a financial plan for:
- Build-up planning (financial planning build-up) - personal financial plan or strategic financial planning
- Financial plan for house purchase
- Pension planning
What do you learn about due diligence in continuing education, further training for financial planners?
The topic of due diligence plays a central role in continuing education, further training for financial planners. Participants deal intensively with the legal, ethical and professional requirements associated with the responsible management of client data and asset matters.
The focus is on the following topics, among others:
- Trust is the foundation: financial planners gain deep insights into personal financial circumstances
- Handling customer dossiers requires the utmost confidentiality
- It is important to take responsibility for careful and discreet action
- Legal requirements and professional duties of care must be consistently observed
- Developments on the financial markets and in the economy should be monitored on an ongoing basis and included in the advisory process
These topics form the basis for a professional and responsible activity in the field of financial planning.
As each school has its own slightly different focus beyond the guidelines of the examination organization, it is advisable to clarify this directly with the respective education provider. A question can easily be forwarded to the desired school via the contact form.
Which further education course can be attended after completing the Federal Certificate in Financial Planning?
Graduates of the specialist certificate in financial planning are eligible to attend the SME financial expert course with a federal diploma.
IAF Financial Planner: Which modules are tested for the Financial Planner certificate?
The following modules are examined for the financial planner certificate:
- Level 1:
- Capital formation
- Pension provision (personal and social insurance)
- Insurance (property and asset insurance)
- Real estate/financing
- Law
- Taxes
- Level 2:
- Advanced pension provision and assets
- Integrated financial planning for private households
IAF financial planners must have comprehensive specialist knowledge in the financial sector, in particular of standard market investment, credit, pension and insurance instruments.
Tips, tests and information on "Financial planner with Federal Diploma of Higher Education"
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