CAS Senior Financial Consulting (FH)  (Region Zürich):
1 Provider

The aim of the CAS Senior Financial Consultant is to acquire comprehensive specialist skills as well as social and methodological skills that enable you to successfully conduct and conclude advisory discussions. The development of individual solutions based on a wide variety of client situations, as well as the discussion, assessment and implementation of the consequences of the individual options for action are optimized and refined during the course.

The CAS Senior Financial Consultant is aimed at financial advisors who are responsible for advising and supporting private clients over 50 and have several years of professional experience and a higher education qualification.

A CAS (Certificate of Advanced Studies) is a further education qualification from a Universities.

• Duration: Usually 1 semester part-time
• Title: "Certificate of Advanced Studies in (subject)"
• Recognition: International comparability via ECTS points
• ECTS points (European Credit Transfer System = international credit points)

The CAS Senior Financial Consultant training course lasts one semester and takes place over 14 teaching days.

The admission requirements for the CAS Senior Financial Consultant are either a university degree (Bachelor, Master, etc.) or another federally recognized degree at continuing education and training / tertiary level as well as at least three years of professional experience in the financial sector in client consulting.

The CAS Senior Financial Consultant often consists of the following learning content:

• Financial planning & investment advice
• Banking products & investment products
• Law & Taxes
• Risk management
• Advisory skills & ethics
• Financial markets & macroeconomics

Note: The content of the training depends on the respective training provider. For a personal assessment or detailed questions, it is best to contact the school directly - using our contact form is simple, straightforward and non-binding.