Pension consultant (certified) :
1 Provider

To become a pension consultant, you generally need a basic commercial or insurance-related education. This can be followed by targeted continuing education, further training to enter the profession. Continuing education, further training (occupational pensions advisor) provides the necessary specialist knowledge and opens up new career opportunities. If you would like to clarify the exact requirements, you should contact the individual providers directly using our contact form.

A pension consultant training course (occupational pension consultant) provides practical knowledge that is essential for professional pension consulting. The content is wide-ranging and provides targeted preparation for everyday working life:

• Basics of social insurance: Knowledge of AHV, IV, EO, ALV and other important social insurances in Switzerland.
• Occupational pension provision (BVG): Structure, financing and benefits of the 2nd pillar.
• Private pension solutions: Options for tied and unrestricted pension provision (3rd pillar) and their tax aspects.
• Legal framework: Relevant laws, guidelines and ethical standards in consulting.
• Advisory skills: conducting discussions, recognizing customer needs and developing suitable pension strategies.
• Practice-oriented case studies: Application of what has been learned using realistic consulting situations.

These topics form the basis for a well-founded and competent activity as a pension consultant in the financial or insurance sector. The pension consultant training (occupational pension consultant) places great emphasis on practical relevance and customer proximity.

As the content and requirements for the pension consultant training course (occupational pension consultant) can vary depending on the training institute, we recommend that you enquire directly with the desired school. Use our contact form to forward your question directly to the appropriate school.