Financial planner (BP)  (Region Tessin):
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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% )
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
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Certifications, Memberships, Qualifications:
Bundesbeiträge
Blended Learning
Cicero
IAF
Online-Unterricht
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Schulen mit zertifizierter Bildungsberatung

Questions and answers

Financial planners with a federal certificate carry out the following activities:

  • create an individual financial plan for those seeking advice based on a current life event (marriage, divorce, early retirement and real estate financing)
  • Analyze the client's financial situation (income, expenses, assets, debts, taxes and life risks)
  • Find out the customer's personal objectives, needs and problems
  • show different products such as funds, life insurance, property and asset insurance or mortgages
  • point out risks when buying a home and recommend additional protective measures
  • present complex issues in an understandable way using graphics as a basis for finding solutions
  • Achieve sales deals
  • Clarify opportunities to create new assets and invest if interested
  • More targeted organization of capital-forming and existing assets as well as pension provision - use for income generation and life risk cover
  • check the flexibility of financial investments, their return, risk and liquidity
  • Clarify the customer's disposal wishes
  • Optimizing the tax and legal situation and determining the economic, ecological and social sustainability of financial investments
  • Close cooperation with tax, insurance and legal experts

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.

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

Graduates of a financial planner training program with a federal certificate have the necessary expertise, particularly in the areas of asset accumulation, pension planning and retirement planning, to provide private households with comprehensive advice and support. Solid knowledge in the areas of taxes, law, insurance and real estate round off the competence profile.

Tips, tests and information on "Financial planner with Federal Diploma of Higher Education"

Is financial planning really my vocation?
» Self-test vocation for financial planning
How well known is the "Financial Planner" course and what is its image among potential employers?
» Awareness of financial planners
What wage increase can I expect after completing the course?
» Wage information
What can graduates do after completing the "Financial Planner" course?
» Skills and competencies

Infographic "Financial planning training and further education"

Find the right educational level and qualification immediately with Ausbildung-Weiterbildung.ch!

Do you know your options for training or further education in the field of financial planning? We will show you where you stand in the Swiss education system and what higher levels and qualifications are available.

Download infographic immediately free of charge

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»
Preview of the video «Warum Ausbildung-Weiterbildung.ch? Bildungsportal mit top Service für Bildungsinteressenten»
Preview of the video «Finanzplaner / Finanzplanerin: 5 Vorteile, 4 Nachteile»

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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