SME financial expert (HFP)  (Region Ostschweiz):
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Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
The IfFP Institute for Financial Planning is one of the market leaders in the training and further education of financial professionals in Switzerland. Our strength lies in professional training for advisors with client-oriented tasks at all levels.

Our currently most important courses:

Insurance broker VBV - Cert. Insurance and pension consultant IAF
Cert. Investment Advisor IAF
Certified financial advisor IAF
Financial planner with federal FA
Certified Real Estate Advisor IAF
Certified occupational pensions advisor IAF
CFP® Certified Financial Planner™
Certified financial planning expert NDS HF
SME financial expert with federal DP
CAS Management of corporate succession
MLA compliance
Continuing education seminars in insurance and pensions: finanzakademie.ch
Continuing education seminars on company succession
» Company conditions and cooperation opportunities
Strengths: Proven know-how | Many years of experience | High practical relevance
Region: Aargau, Basel, Ostschweiz, Zürich
Sites: Basel, Bern, Buchs SG, Chur, Olten, Winterthur, Zürich
Certifications, Memberships, Qualifications:
Firmenangebote
Bundesbeiträge
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq

Schulen mit zertifizierter Bildungsberatung

Questions and answers

An SME financial expert performs the following tasks:

  • Advice and support for small and medium-sized enterprises (SMEs) on all financial and corporate strategy issues, in particular succession planning and private financial planning
  • secure financing and ensure that the company is attractive to providers of equity or debt capital
  • Financial planning when setting up a business
  • Identify strategic opportunities, but also gaps and weaknesses of the company
  • Develop and implement corporate strategy
  • Define corporate goals and develop measures
  • sustainably improve the financial and future viability of the company
Anyone wishing to register for the Advanced Federal Professional Examination (AFPE) to become an SME financial expert (outdated designation: financial planning expert) is required to provide proof of the following admission requirements:
  • Passed module certificates
  • Completed Federal Professional Examination in Financial Planning with Federal Diploma of Higher Education or equivalent qualification
  • Professional experience of at least four years in the financial services industry

As a federally certified financial planning expert, you should meet the following personal requirements:

  • analytical skills
  • strong sense of responsibility
  • Ability to lead employees and work in a team
  • Ability to develop, implement and control projects
  • Good knowledge of business administration, finance and accounting
  • Organizational talent

As a financial planning expert, you will work in a variety of functions in the financial services sector, e.g. in financial planning, management consulting, occupational pensions and corporate insurance, in the credit and trading departments of banking institutions and in auditing companies. This opens up interesting career and earning opportunities.

The term financial planning expert is outdated and is no longer used. During your continuing education, further training in financial planning, you will prepare in detail for the Advanced Federal Professional Examination (AFPE), which will earn you the federally recognized title of "Certified SME Financial Expert", for example. It consists of the following main topics:
  • Change management
  • Holistic management
  • Management of human capital
  • Succession and value development process
  • Project management
  • Law
  • Private financial planning
  • Risk Management
  • Negotiation and conflict resolution
  • Taxes
  • Financing for SMEs
  • Integrated SME financial consulting
  • Corporate transactions

The training lasts 50 days and lasts 16 months. It can be completed on a part-time basis. Those who subsequently complete and pass the Advanced Federal Professional Examination (AFPE) may use the title of certified SME financial expert.

If you would like to continue your education after passing your Advanced Federal Professional Examination (AFPE) to become a financial planning expert, you will find a wide range of different options. Institutes and Universities of Applied Sciences, for example, offer compact courses and courses with a different focus. You can also attend a College of Higher Education, where you can complete this continuing education, further training:
  • Diploma in Business Administration CHE
  • Graduate banker CHE
  • Insurance economist CHE

Universities of Applied Sciences offer Bachelor's degree programs in Business Administration with various specializations, such as Controlling and Accounting or Banking and Finance. Postgraduate courses could also be of interest to you, e.g. in the form of a Master of Advanced Studies in Financial Consulting or Private Banking and Wealth Management.

An SME financial expert with a federal diploma has the following skills:

  • SME financial experts have in-depth knowledge of tax and insurance issues, pension planning and legal matters.
  • When it comes to succession planning, they know whether a merger, division or concentration, reorganization, demerger or change of legal form is an option.
  • You are familiar with the preparation and execution of corporate transactions.
  • In addition to technical skills, they also have social skills.
  • They are able to provide assistance in resolving conflicts and in credit or sales negotiations.

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 «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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