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Finance and investment expert: training, further education, overview of providers, information

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Tipps und Entscheidungshilfen für die Ausbildungswahl

The financial and investment expert has in-depth knowledge of asset management, investments in real estate or real estate financing, bank insurance, legal matters and taxes. They are primarily concerned with the management of clients' assets and pay attention to returns, risk, maturity and liquidity, while keeping an eye on the general conditions. They are the link between the clients, who cannot express themselves in technical jargon, and the asset manager. The client's assets may consist of real estate as well as finances, which is why a private client may also need real estate advice.

The finance and investment expert responds to the concerns of private clients, whereby a good knowledge of asset management is required. They are familiar with the real estate sector and its development and decide whether to save or invest in real estate. The success of banks depends on the global added value generated by financial advice. Financial and investment experts are also increasingly in demand for bank insurance. They can, for example, incorporate life insurance into financial planning in a meaningful way. The finance and investment expert is a sought-after specialist. They mainly work in management positions at banks and insurance companies or are self-employed in the financial and investment sector.

On the large education portal Ausbildung-Weiterbildung.ch you will find various providers who offer further training to become a federally recognized "Certified Finance and Investment Expert". Order up-to-date information online now.

Questions and answers

Internationalization in banking offers excellent career opportunities for financial and investment experts. Financial experts are in direct contact with the customers of a financial institution and look after a specific country or region. As a rule, they work in senior management positions, primarily in banks and insurance groups. Further employment opportunities as a "financial expert" exist as a self-employed person in the financial and investment sector.

The following content will be taught during your continuing education, further training to become a finance and investment expert with a federal diploma:
  • Share analysis and share valuation
  • Derivatives analysis and valuation
  • Analysis and valuation of interest-bearing securities
  • Corporate Finance
  • Real estate
  • ECONOMICS
  • Portfolio Management
  • Financial analysis
  • Financial accounting
  • Wealth Management
  • Law
  • Relationship Management
  • Behavioral Finance
  • Taxes
  • Wealth Planning

As a financial expert, you should have the following qualities:

  • analytical skills
  • Negotiating skills
  • customer-oriented behavior
  • quick comprehension
  • High self-motivation
  • High degree of independence
  • Problem-solving skills
  • Flexibility

Finance and investment experts have in-depth knowledge of the most important banking services as well as the significance, functioning and valuation of various asset classes. This also includes derivative financial instruments and structured products. In addition, a financial expert has a good knowledge of financial accounting and corporate finance as well as business administration, environmental and social aspects and corporate governance. Investment and financial experts are able to deal with clients from different cultural backgrounds and are familiar with the legal and tax conditions in their countries.

Finance and investment experts continuously update their investment management expertise and their knowledge of financial products and the legal, regulatory and tax provisions in their clients' countries. In addition, they deal with corporate governance issues and environmental and social aspects on an ongoing basis. The local financial expert should also do this.

You must meet the following requirements at the latest when you take the Advanced Federal Professional Examination (AFPE) to become a finance and investment expert with a federal diploma:
  • Completed basic commercial training or Baccalaureate
  • Professional experience of at least three years in asset management or financial analysis

or

  • Completed university degree (license or equivalent qualification)
  • Professional experience of at least one year in asset management or financial analysis
For trained financial and investment experts, there are a number of interesting further training opportunities offered by banking institutions, professional organizations, universities of applied sciences and the Swiss Finance Institute. For example, additional training in the form of a partial course as a
  • Financial analyst and asset manager (CIIA) possible.
The following degree courses and postgraduate courses are also available for further study:
  • Business Administration with specialization in Banking and Finance Bachelor of Science
  • Banking and Finance Master of Science
  • Banking and Financial Institutions Management Executive MBA
  • Risk Management Banking and Finance Master of Advanced Studies
  • Private Banking and Wealth Management Master of Advanced Studies

As an investment expert, you carry out the following activities in accordance with the steps of the structured investment process:

  • Determination of customer needs
  • Clarification of the legal and tax situation
  • Required financial planning
  • Asset allocation and financial planning derived from this to create investment proposals
  • Information for the customer
  • Initiation of the necessary measures to implement the investment proposals
  • Monitoring and reporting

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 Finance and investment expert with a federal diploma

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Overview of providers for Finance and investment expert with a federal diploma

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.

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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.

Sofort zur richtigen Weiterbildung

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Address:
Frau Sylvie Jeck
Feldstrasse 80
8180 Bülach
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 certificate/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 a federal diploma
- Expert in financial market operations FMO with federal diploma
- ESG certificate for client advisors ESG-CA
- FIDLEG certificate for client advisors
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
on request
Zürich
possible at any time
Genf
possible at any time
Certifications, Memberships, Qualifications:
Firmenangebote
Bundesbeiträge
Blended Learning
Hybrid-Unterricht
Innovative Ausbildungsmethoden
Online-Unterricht
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