How can a financial planner help you

Self-test «Financial planner with federal diploma. Fachausweis »: Is this course the right one for me?


Before starting the financial planner course with a federal If you want to complete a professional qualification, you should be convinced that you really like a predominantly consulting activity in finance and the daily handling of numbers. You should also like the course description. If you answered these first two questions with a clear “yes”, you can continue to deal with this course. If you are unsure about these questions, you should consider which other further training courses are also suitable for you.

If you do not have a basic commercial education, you can do it at a private business school for adults. If you have a basic business education but no specific work experience, look for entry-level jobs or even with on-the-job training. If you are looking for a different path, there is the possibility of obtaining more qualified job offers by studying part-time at a higher technical school for business administration or banking. Or check with potential employers whether further training to become a trustee would increase your chances. If you have the prospect of a job but do not yet have sufficient professional experience in the financial sector, discuss with the course provider of your choice in a personal conversation when you can start the course. You only need to have full professional experience at the time of the federal examination.

Financing further training is not always easy. Several thousand francs have to be paid over a period of 1-2 years. As a rule, the schools offer payment per semester or even payment in installments, so that the entire amount does not have to be paid at once. In addition, with the part-time courses, the participants continue to work during the further training and often pay for the further training with their own wages. It is usually easier to get a loan in a private environment for training or further education. Some banks and credit institutions also offer educational loans. A good argument in favor of financing further training is the relatively quick amortization of costs through wage increases. According to our course and course evaluations (see »Course Rating Financial Planner (BP)), the majority of course graduates receive a federal diploma. Conclusion within 1-2 years of a wage increase. Do the following math: How much would a 10% wage increase per year be? How many years do you need to recoup the costs for the course? How much more do you earn over your entire professional life as a result of this wage increase? Most of the time, that's a six-figure amount, which confirms that training is the best personal investment there is.

The time required for training or further education should not be underestimated. Going out, holidays and spontaneous wellness weekends often fall by the wayside. However, this time usually goes by relatively quickly. The prospect of better job opportunities and more wages should be enough motivation to get through this period. It often helps to organize yourself in study groups. It also makes sense to stick with it right from the start and plan fixed learning times. Good learning effects can be achieved by creating summaries and mind maps. Flash card systems help you memorize. There are many tools and ideas out there to make learning easier. You will receive the advisor “The personal learning strategy” free of charge if you register with a school via

If you doubt whether you will pass the final exam, the numbers from the federal Interesting final exam: In the case of financial planners, an average of 65% of all candidates pass the final exams. It can therefore be assumed that you have to have a good level of motivation, perseverance and diligence in order to pass the final exam with the appropriate preparation. If you suffer from exam anxiety, good preparation, various practical tips, therapeutic treatments or, in severe cases, even medication can help. You will receive the advisor “Overcoming exam anxiety” when you register with a school via

The benefits of further training are usually measured in terms of higher wages, more demanding tasks or promotions. This assumes that you make an effort to change your professional position accordingly and, if necessary, that you can enforce your demands. If you have already made the experience that this is not always so easy for you, you could also check whether personal job coaching could be of use to you in addition to further training.

So now the decision is yours. If in doubt, seek personal advice from a school or external advice center. If you inquire about course or course documents at a school via, you will receive free educational or school advice worth CHF 150.00 on request.

A list of providers can be found here: «Finanzplaner / in (BP)»

We wish you all the best, both professionally and privately, and a wonderful and exciting future!

The team