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Advisor Wealth Management (BP)  (Region Westschweiz):
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Address:
Frau Sylvie Jeck
Franklinstrasse 27
8050 Oerlikon
AZEK Training Center for Financial Professionals
(5.0) Very good 70 70 Ratings (94% )
AZEK 1990 is a leader in the training of financial professionals in financial analysis and asset management, wealth management and financial market operations. Courses in classroom teaching and distance learning. Experienced, renowned lecturers from the field and a modern online learning platform with videos, apps, podcasts, forums and exam support characterize our offer.

Courses:
- Wealth Advisor with Federal Diploma of Higher Education/Associate Wealth Manager AWM
- Expert in Wealth Management with a federal diploma/Certified International Wealth Manager CIWM
- Financial analyst and asset manager with a federal diploma/Certified International Investment Analyst CIIA
- Technician in Financial Market Operations FMT with Federal Diploma of Higher Education
- Expert in financial market operations FMO with federal diploma
- Certificate in Artificial Intelligence
- Certificate Real Estate Finance
» Company conditions and cooperation opportunities
Strengths: Federal degrees I High practical relevance I Proven experts as lecturers I Leading in the training of financial specialists
Region: Westschweiz, Zürich
Sites: Genf, Zürich
Next start date
Zürich / Genf
possible at any time
Zürich
1/13/2026
Genf
1/13/2026
Certifications, Memberships, Qualifications:
Firmenangebote
Bundesbeiträge
Blended Learning
Hybrid-Unterricht
Innovative Ausbildungsmethoden
Online-Unterricht
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There are the following possible continuing education, further training for wealth advisors:

  • Courses at technical and vocational colleges and at the Swiss Training Center for Investment Professionals AZEK
  • Advanced Federal Diploma of Higher Education (AFPE) as an expert in financial market operations with a federal diploma, certified finance and investment expert, etc.
  • College of Higher Education as a bank economist CHE
  • University of Applied Sciences as Business Economist UAS (BSc)

According to an education survey conducted by the Ausbildung-Weiterbildung.ch platform, participants contact schools about the financial advisor course for various reasons. 55 % of respondents make inquiries to schools because they have read about them online. 22.5 %, on the other hand, were recommended the school/s. 22.5 %, on the other hand, already knew the schools from which they requested detailed information from previous training or further education courses. Some people gave us the following additional reasons with the voluntary response options:

  • due to the place of training
  • I'm looking for further training so that I can invest money properly and in a targeted manner
  • nearest school
  • because it has an online offering
  • Google search

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