What training and further education courses are there in the field of finance? Which one is right for me?

The free "Finance" guide will give you an initial insight into the three professional fields of banking, finance and insurance as well as an overview of the various training and further education courses in this area.

The guide deals with the following questions and topics:

  • What are banks and insurance companies doing?
  • What is meant by financial planning and investment advice?
  • Where do people with training and further education in finance work?
  • What training and further education is available in banking, investment and asset management, financial advice and planning, private insurance and social security?

In addition to detailed descriptions of job profiles (tasks, responsibilities, competencies, training, admission criteria and further training courses) and educational pathways, this guide also provides you with an overview of the Swiss education system (educational sectors and levels, admission requirements, recognition of diplomas, etc.)

Ratgeber FinanzenDownload guide

Selection of providers on the topic of finance

Under the following links you can easily and directly find various educational offers in the areas of finance, banking and insurance.

You can contact the provider of your choice directly via the inquiry form free of charge and without obligation and receive detailed information on the respective offer. You can also ask individual questions in person.

Benefit from educational counseling

If you already know your future career direction but are still unsure about your choice of training or further education, you can benefit from the experience of a neutral educational advisor.

You can find more information about our educational counseling here.

Find the right educational offer immediately

To quickly find the right educational offer in the education portal, enter your educational topic or desired course in the search window on the homepage. This will give you a quick and easy overview of suitable offers from competent schools.

Which training program or course suits me?