Financial planner (BP) (Region Tessin):
1 Provider
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Questions and answers
What activities do financial planners with a federal certificate carry out?
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
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.
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 skills does financial planner training teach?
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"
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