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Learning purpose

Increasing demands, greater opportunities

Financial and asset planning for private households, self-employed people and freelancers continues to offer very interesting career perspectives. However the clients are becoming more demanding and the statutory requirements are constantly increasing. Thus for example, the new Agents Act for certain types of insurance agents makes a IHK specialist certificate mandatory. With our specialised continuing education offering you meet these demands on a high level. If you have any questions we will be pleased to advise you.

Please note: These programmes are primarily aimed at German speakers. If you are interested in a study programme in a different language, translations can be arranged. Contact us, we will be pleased to advise you.

 

Programme

Financial Planner (IHK)

Successful financial consulting requires trust. This trust increases with the qualifications of the consultant. Whoever is desiring a career as a financial consultant, needs one thing above all else: Outstanding training and advanced education.

In the “Fachberater für Finanzdienstleistungen” study programme, you learn everything which you need to know about the commercial and legal aspects of financial and insurance consulting. The goal of this study programme is to optimally prepare you for the "Fachberater für Finanzdienstleistungen" exam before the German Chamber of Commerce and Industry (IHK) with which your training programme will also end. When you have completed this programme, there will be nothing further standing in the way of your professional success.

By the way: If you also wish to include financial offerings for freelancers and businesspeople in your consulting offerings, we recommend to you the “Fachwirt für Finanzberatung" course.

 

Financial & Investment Planner (IHK)

Financial and investment consulting offers a future full of opportunity because the constantly increasing number of business owners and freelance workers ensures great demand for carefully tailored financing concepts.

Through the “Fachwirt für Finanzberatung” study programme at the Frankfurt School of Finance & Management, you will acquire the required skills in order to be successful in this future-oriented market.
You have already taken the first step. Now it is a matter of expanding your knowledge in a targeted manner after the successful completion of the “Fachberater für Finanzdienstleistungen” study programme. Through this targeted expansion of your qualifications, you prove to your customers that you provide especially top-class consulting services, strengthen your market position upon a sustained basis, develop new target groups for yourself and furthermore ensure greater customer loyalty.
Your career as a financial consultant will benefit greatly from the additional opportunities which are offered by "Fachwirt für Finanzberatung".

 

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