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Financial planning expert: training, information, schools and offers at a glance

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Tipps und Entscheidungshilfen für die Ausbildungswahl

The work of the financial planning expert is geared towards clients and mainly involves financial planning and advice. If you work in this field, you must be able to solve all financial planning issues. It is no problem for you to take the lead and explain financial planning procedures to third parties.

The profession of financial planning expert has become firmly established in Switzerland in recent times. Their workplace is mainly at banks, insurance companies or similar institutions. They deal with issues such as state pensions, the lifelong protection and purchasing power of income and assets, tax planning as well as estate and inheritance planning. The financial planning expert prepares financial planning for the self-employed and SMEs and also offers advice on starting a business. They examine the type of business the client wants, the risks they want to cover and, of course, the protection of their assets. If the client wants to arrange his succession, you will deal with all the issues that arise in this context. This requires sound knowledge of business administration and finance.

The Financial Planning Expert diploma course is aimed at specialists in the field of financial services who work for clients in the higher segments of pension planning and succession planning for tradespeople and SME owners of private financial planning and who wish to obtain a federal diploma as a financial planning expert.

On the large education portal Ausbildung-Weiterbildung.ch you will find competent providers of continuing education, further training in this specialist area. You can order further information on a current course directly online from the institute of your choice.

Questions and answers

As a federally certified financial planning expert, you should meet the following personal requirements:

  • analytical skills
  • strong sense of responsibility
  • Ability to lead employees and work in a team
  • Ability to develop, implement and control projects
  • Good knowledge of business administration, finance and accounting
  • Organizational talent
Anyone wishing to register for the Advanced Federal Professional Examination (AFPE) to become an SME financial expert (outdated designation: financial planning expert) is required to provide proof of the following admission requirements:
  • Passed module certificates
  • Completed Federal Professional Examination in Financial Planning with Federal Diploma of Higher Education or equivalent qualification
  • Professional experience of at least four years in the financial services industry

An SME financial expert with a federal diploma has the following skills:

  • SME financial experts have in-depth knowledge of tax and insurance issues, pension planning and legal matters.
  • When it comes to succession planning, they know whether a merger, division or concentration, reorganization, demerger or change of legal form is an option.
  • You are familiar with the preparation and execution of corporate transactions.
  • In addition to technical skills, they also have social skills.
  • They are able to provide assistance in resolving conflicts and in credit or sales negotiations.

An SME financial expert performs the following tasks:

  • Advice and support for small and medium-sized enterprises (SMEs) on all financial and corporate strategy issues, in particular succession planning and private financial planning
  • secure financing and ensure that the company is attractive to providers of equity or debt capital
  • Financial planning when setting up a business
  • Identify strategic opportunities, but also gaps and weaknesses of the company
  • Develop and implement corporate strategy
  • Define corporate goals and develop measures
  • sustainably improve the financial and future viability of the company

As a financial planning expert, you will work in a variety of functions in the financial services sector, e.g. in financial planning, management consulting, occupational pensions and corporate insurance, in the credit and trading departments of banking institutions and in auditing companies. This opens up interesting career and earning opportunities.

The term financial planning expert is outdated and is no longer used. During your continuing education, further training in financial planning, you will prepare in detail for the Advanced Federal Professional Examination (AFPE), which will earn you the federally recognized title of "Certified SME Financial Expert", for example. It consists of the following main topics:
  • Change management
  • Holistic management
  • Management of human capital
  • Succession and value development process
  • Project management
  • Law
  • Private financial planning
  • Risk Management
  • Negotiation and conflict resolution
  • Taxes
  • Financing for SMEs
  • Integrated SME financial consulting
  • Corporate transactions

The training lasts 50 days and lasts 16 months. It can be completed on a part-time basis. Those who subsequently complete and pass the Advanced Federal Professional Examination (AFPE) may use the title of certified SME financial expert.

If you would like to continue your education after passing your Advanced Federal Professional Examination (AFPE) to become a financial planning expert, you will find a wide range of different options. Institutes and Universities of Applied Sciences, for example, offer compact courses and courses with a different focus. You can also attend a College of Higher Education, where you can complete this continuing education, further training:
  • Diploma in Business Administration CHE
  • Graduate banker CHE
  • Insurance economist CHE

Universities of Applied Sciences offer Bachelor's degree programs in Business Administration with various specializations, such as Controlling and Accounting or Banking and Finance. Postgraduate courses could also be of interest to you, e.g. in the form of a Master of Advanced Studies in Financial Consulting or Private Banking and Wealth Management.

Overview of providers for Financial planning expert

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 Financial planning expert

Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung

Preview of the video «4 Schritte zur richtigen Weiterbildung»
Preview of the video «Finanzplaner / Finanzplanerin: 5 Vorteile, 4 Nachteile»
Overview of providers for Financial planning expert

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Sofort zur richtigen Weiterbildung

Toplisting
Address:
Bernerstrasse Süd 169
8048 Zürich
IfFP Institute for Financial Planning
(5.0) Very good 61 61 Ratings (96% )
The IfFP Institute for Financial Planning is one of the market leaders in the training and further education of financial professionals in Switzerland. Our strength lies in professional training for advisors with client-oriented tasks at all levels.

Our currently most important courses:

Insurance broker VBV - Cert. Insurance and pension consultant IAF
Cert. Investment Advisor IAF
Certified financial advisor IAF
Financial planner with federal FA
Certified Real Estate Advisor IAF
Certified occupational pensions advisor IAF
CFP® Certified Financial Planner™
Certified financial planning expert NDS HF
SME financial expert with federal DP
CAS Management of corporate succession
MLA compliance
Continuing education seminars in insurance and pensions: finanzakademie.ch
Continuing education seminars on company succession
Strengths: Proven know-how | Many years of experience | High practical relevance
Region: Aargau, Basel, Ostschweiz, Zürich
Sites: Basel, Bern, Buchs SG, Chur, Olten, Winterthur, Zürich
Certifications, Memberships, Qualifications:
Firmenangebote
Bundesbeiträge
Cicero
eduQua
IAF
Innovative Ausbildungsmethoden
Karriere-Chancen
saq
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