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Compliance: GWG (Cert.)  (Region Aargau):
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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.

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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
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9490 Vaduz
Altmann Consultants GmbH
We offer consulting and continuing education, further training in the area of compliance and accompany companies in Liechtenstein and Switzerland through the increasing regulatory dynamics.

Altmann Consultants combines business consulting and in-house training with modern, digital training solutions and learning platforms. All training courses are practical courses. The selection, preparation and presentation of the topics covered are guided by our consulting activities and support of companies through the regulatory dynamics.

We impart practical knowledge.
Strengths: You are always at the center of our activities and efforts. We want to communicate content, topics and specialist know-how efficiently, effectively and in a customer-oriented manner.
Region: Aargau, Basel, Bern, Liechtenstein, Ostschweiz, Tessin, Virtuelles Klassenzimmer, Westschweiz, Zentralschweiz, Zürich
Sites: Vaduz
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Questions and answers

The IfFP's complete advanced training course on the subject of GWG comprises 14 to 21 half-days. However, only individual modules can be taken.

Employees of banks, asset management companies and fund & asset management at all levels who work in client and product-oriented functions as well as LECO departments are the target group of the "Compliance: AML, products and distribution, taxes" course. In addition to those responsible for the Anti-Money Laundering Act, it is also aimed at those responsible for tax issues, sales and product managers in Fund & Asset Management, client advisors, employees in Distribution and Sales Support as well as Legal & Compliance.

After completing all three modules, graduates of the GWG further training course are awarded the IfFP Institute for Financial Planning and Fund Academy "Financial Services Compliance FA/IfFP" certificate, which is recognized by the Swiss insurance industry's continuing education, further training register, Cicero.

The IfFP anti-money laundering training consists of three modules, which can also be taken individually. These modules are

  • GWG compliance
  • Product and sales compliance
  • Tax compliance

The institute will inform you about the contents of the individual modules, which you can reach easily and without obligation via the contact form.

Participants of the GWG course of the Institute for Financial Planning should have at least three years of professional experience in the financial sector for admission.

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.

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