SME financial expert (HFP)  (Region Zürich):
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Sofort zur richtigen Weiterbildung

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Toplisting
Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
» 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

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.

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.

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

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.

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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