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 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.

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 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.

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)