The majority of participants in the financial planner training course with a federal certificate achieve a salary increase of up to 20 % after graduation. This is because the professional examination raises you to a higher salary level. This also makes the job more interesting and more responsible.
In individual cases, the development of the financial planner's salary depends on other criteria such as industry, region, company or previous education, professional experience and age of the applicant. Calculate your individual chances with the help of a salary calculator. We have provided you with an example "Financial Planner (BP)" to help you:
This is how you proceed: Click on "Salarium - statistical salary calculator" below and then on the "Calculate salary" button
Source:"Federal Statistical Office, FSO"
Note: This sample calculation refers to the data of Salarium 2023, this service is temporarily interrupted. Information can be foundhere. A list of other payroll calculator tools is availablehere.
The result of the financial planner's salary calculation is CHF 7,682.00.
We return to "Occupational position" and select "Level 3+4: Lower management" and "Higher vocational training" for "Training". The salary increases to CHF 9,808.00 per month with the specialist certificate.
Please note: The above calculation "Financial planner with a federal diploma" is intended as an example. As mentioned above, the salary depends on various factors and can vary considerably.
Hanna is 24 years old and works as an EFZ bank clerk at a bank in Kreuzlingen. She really enjoys working in customer advisory services in banking. Hanna performs basic banking services such as account openings, payments, cards and support in digital banking. However, she is also able to provide more and more customer advice with portfolio analysis, investment recommendations, pension issues, mortgage and loan recommendations. Hanna's courteous and friendly manner and her analytical thinking skills are greatly appreciated by the bank and its customers. She would like to further expand her financial expertise and learn more about standard market investment, credit, pension and insurance instruments. Hanna would like to complete further training as a financial planner in order to create individual financial plans for clients that take into account life events such as marriage, divorce, early retirement or real estate financing. This professional qualification will enable her to draw up long-term financial plans tailored to the needs of individuals and the self-employed. Thanks to her federal certificate, Hanna can assess the flexibility of financial investments, their return, risk, liquidity and clients' disposal wishes. With the recognized qualification as a financial planner, she can take on a qualified advisory role for private clients at the bank. Hanna's further training in financial planning gives her a wide range of opportunities for further development, higher earning potential and better future prospects on the job market.
Financial benefits of further training as a financial planner
As a financial planner, Hanna will receive CHF 1,584 more per month than before and will therefore have at least CHF 756,000 more at her disposal by the time she retires than if she had not done any further training.
As this theoretical "Financial Planner (BP)" calculation does not take into account any further salary increases, promotions or interest on savings, the salary can still increase significantly.
Calculation in detail "Financial planner (BP)"
Continuing education financial planner BP:
Wage difference and yield calculation:
Sources "Financial planner (BP)":
(All figures as at November 2022)
Click on the banner to go to the federal wage calculator.
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