Finance and investment expert: training, further education, overview of providers, information
Tipps und Entscheidungshilfen für die Ausbildungswahl
Questions and answers
What does a financial expert need to know?
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.
What is the content of the Advanced Federal Professional Examination (AFPE) for Finance and Investment Experts 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
Financial expert - What career opportunities are there?
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.
What do you need as a financial expert?
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
Financial expert on site: What to consider after training?
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.
What further education measures are possible with a Advanced Federal Professional Examination (AFPE) in Finance and Investment?
- Financial analyst and asset manager (CIIA) possible.
- 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
What does an investment expert do?
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
What requirements must be met to 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
Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung
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.
Your advantages:
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
Frau Sylvie Jeck
Feldstrasse 80
8180 Bülach
Strengths:
Federal degrees I High practical relevance I Proven experts as lecturers I Leading in the training of financial specialists
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