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CAS Senior Financial Consultant: Training, information, overview of schools and offers

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Studies on the national advisory market in the banking sector show that a very specific customer segment has become increasingly important, attractive and relevant: Bank customers of advanced age, in short: over 50 or 50+. At this age, the topic of retirement and pensions becomes more topical and the desire for sound financial advice increases accordingly. The demographic changes of recent decades and their forecasts for the future are proving to be a burden and pressure for older people before they retire when it comes to planning their own retirement provision. However, there are numerous options available here, which specialized financial advisors can address.

The CAS Senior Financial Consultant continuing education program enables financial consulting experts to offer professional and targeted advice to private banking clients aged 50+. This enables them to provide sustainable, professional and competent support to a very demanding client segment.

The CAS Senior Financial Consultant is completed on a part-time basis within 14 attendance days and graduates benefit from numerous documents that can provide them with a helpful basis for their future work. Would you like to get in touch directly with a university that offers the CAS Senior Financial Consultant (FH) course? Would you like to order detailed course documents? Then visit the independent education portal Ausbildung-Weiterbildung.ch. Just a few clicks will take you to a helpful overview of all relevant courses in the field of financial consulting and you can order detailed written information directly from the schools using the inquiry form. On the portal, you can also benefit from a downloadable guide and other free services relating to education and careers.

Questions and answers

A CAS (Certificate of Advanced Studies) is a further education qualification from a Universities.

  • Duration: Usually 1 semester part-time
  • Title: "Certificate of Advanced Studies in (subject)"
  • Recognition: International comparability via ECTS points
  • ECTS points (European Credit Transfer System = international credit points)

Clients 50plus, retirement and estate planning (including case study), pension planning (including case study), international aspects, portfolio management and investments, financial consulting for entrepreneurs (including case study on succession planning) are the main topics of the CAS Senior Financial Consultant continuing education, further training. Participants are taught specialist knowledge as well as social and methodological skills. The topics are implemented with the help of case studies and presentations.

The admission requirements for the CAS Senior Financial Consultant are either a university degree (Bachelor, Master, etc.) or another federally recognized degree at continuing education and training / tertiary level, as well as at least three years of professional experience in the financial sector in client consulting.

The aim of the CAS Senior Financial Consultant is to acquire comprehensive specialist skills as well as social and methodological skills that enable you to successfully conduct and conclude advisory discussions. The development of individual solutions based on a wide variety of client situations, as well as the discussion, assessment and implementation of the consequences of the individual options for action are optimized and refined during the course.

The CAS Senior Financial Consultant is aimed at financial advisors who are responsible for advising and supporting private clients over 50 and have several years of professional experience and a higher education qualification.

The CAS Senior Financial Consultant training course lasts one semester and takes place over 14 teaching days.

Overview of providers for CAS Senior Financial Consultant (FH)

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.

Overview of providers for CAS Senior Financial Consultant (FH)

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

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Overview of providers for CAS Senior Financial Consultant (FH)

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Sofort zur richtigen Weiterbildung

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Address:
Neuengasse 20
3011 Bern
Mendo AG
(5.2) Very good 70 70 Ratings (100% )
CREDIBLE, PRACTICAL AND UP-TO-DATE. Mendo AG has specialized in the training of financial advisors for many years and is known for its high quality standards. With its nationwide, trilingual offering and partnerships with other educational institutions, Mendo AG is a leader in the training of financial experts.

Our most important training courses are as follows:
- Insurance broker VBV
- Certified financial advisor IAF
- Financial planner with federal certificate
- CAS Senior Financial Consultant (in partnership with the HWZ University of Applied Sciences in Business Administration Zurich)
- Continuing education seminars "excellence in finance"
- Online courses mendoweb.ch
Strengths: High quality standards / Bilingual offering / Leading in the training of financial advisors
Region: Aargau, Bern, Ostschweiz, Tessin, Westschweiz, Zentralschweiz, Zürich
Sites: Baden, Zürich, Bern, Luzern, St. Gallen, Lausanne, Vezia
Certifications, Memberships, Qualifications:
Blended Learning
Bundesbeiträge
Cicero
IAF
Online-Unterricht
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The Certificate of Advanced Studies CAS Senior Financial Consulting postgraduate course is aimed at financial advisors who advise and support private clients in the 50-plus age segment and have at least three years of professional experience in advising clients in the financial sector as well as a higher education qualification such as a Bachelor's, Master's or equivalent university degree or a federally recognized tertiary qualification in the financial sector (FPE certificate, Advanced Federal Diploma of Higher Education AFPE or CHE).

Graduates of the CAS Senior Financial Consulting certificate course offered by Mendo AG in cooperation with the HWZ have extensive advisory skills to competently support and advise clients in the 50-plus age segment in financial matters. This is made possible by the social and methodological expansion of competence, which is aimed at sustainable customer care, as well as by the knowledge imparted on all important specialist topics of comprehensive financial advice.

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