Financial planner (BP) (Region Ostschweiz):
2 Provider
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Questions and answers
IAF Financial Planner Training: What are the most common types of learners?
According to a survey of those interested in IAF financial planner training on this educational platform, the following distribution of learning types emerged:
- One third are visual learners, who learn most easily by seeing (graphics, videos or pictures)
- One third are motor learning types, who learn fastest by doing (learning by doing)
- A quarter are communicative learners who learn best through conversation or discussion
- The rest are auditory learners who learn fastest through active listening (audio listening, listening in class and reading aloud)
For whom is the professional examination for financial planners with a federal certificate suitable?
The professional examination for financial planners with a federal certificate is suitable for employees from the financial services sector. The certificate qualifies them as specialists in comprehensive advice and support for private households in all insurance and financing matters.
What leads prospective students to enquire about further training as a "Financial Planner (BP)"?
We have clarified this question about the financial planner course for you. According to a survey conducted by the education platform Ausbildung-Weiterbildung.ch, the reasons given by participants varied:
- 44 % read an online review
- 36 % already knew the school/s
- 20 % received a recommendation from a school for further training to become a financial planner
Further impacts are provided to us via text responses: "curiosity", "proximity to school" and "through job offer".
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
Tips, tests and information on "Financial planner with Federal Diploma of Higher Education"
Erfahrungen, Bewertungen und Meinungen zur Ausbildung / 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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