Financial advisor: Training, further education, course, provider overview
Are you interested in working as a financial advisor? - Here you will find suitable schools as well as further information, tips and resources for further training as a "Certified Financial Advisor IAF".
Would you like personal advice on the IAF financial advisor training course? Contact the provider of your choice via the "Free information on the topic..." button or download the free course documents immediately - without obligation, quickly and easily.
Self-test "Financial Advisor IAF": Is this course the right one for me?
Certified Financial Advisor IAF: Customer-oriented advice on pensions, assets and real estate
Certified financial advisors IAF are qualified financial specialists who advise and support private individuals with low to medium incomes and assets in the areas of wealth planning, pensions, insurance, financing and real estate. The IAF qualification is recognized by the Swiss Financial Market Supervisory Authority (FINMA) and also allows graduates to work in fund sales and insurance brokerage.
The organization "Interessensgemeinschaft Ausbildung im Finanzbereich (IAF)" is behind the training to become a certified financial advisor IAF. The IAF has been offering various examinations and qualifications in the financial sector since 1996, thus meeting the constant demand for specialists with professional qualifications to provide competent and practical financial advice to SMEs.
The professional examination to become a certified financial advisor IAF has been in existence since 2003 and is well established on the Swiss job market. The qualification is the first step on the way to the professional examination for "Financial Planner with Federal Certificate".
IAF financial advisors usually work at middle management level in financial services companies such as banks, insurance companies or trust companies of all sizes. The training focuses on topics such as pensions (personal and social insurance), insurance (property and asset insurance), assets (including FinSA rules of conduct), real estate, law and taxes.
Communicative, enthusiastic and trustworthy professionals in financial institutions, but also career changers with good manners who want to expand or deepen their skills in customer advice and in the sale of financial and pension products, or who want to get into fund sales and insurance brokerage, are in exactly the right place with training to become a certified financial advisor IAF.
Questions and answers
Tips, tests and information on "Financial advisor with IAF certificate"
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.
![](/Asset/Bildungshilfe/Bildungsberatung/Bewertungen/1_en.png)