Competence in financial consulting is a key success element and a key competitive advantage for any individual advisor, any financial services company and for the financial industry as a whole. IAF fosters quality by examining and certifying financial advisors and financial planners on defined levels of expertise.
Banks, insurance companies and other financial service providers know and esteem the IAF quality label and its recognition. And financial customers put their trust in the know-how and competence of the many financial professionals holding an IAF certificate.
IAF certificates enjoy recognition by the Swiss government, regulatory agencies as well as other organizations of the financial industry (see below).
Certified Financial Advisor IAF
Certified Insurance Advisor IAF
Certified Wealth Advisor IAF (Confirmation of Knowledge FSA)
Certified Advisor in Corporate Pension Insurance IAF
Certified Real Estate Advisor IAF
Financial Planner with Federal Diploma of Higher Education
SME Financial Consultant with Advanced Federal Diploma of Higher Education
SERI recognizes
as professional qualifications according to the Swiss law on professional education. Both qualifications are classified within the National Qualifications Framework for Vocational and Professional Qualifications (NQF VPQ).
About the Swiss education system. About NQF VPQ.
FINMA recognizes
SFPO is the Swiss affiliate of the world-wide Financial Planning Standards Board of Standards which grants the license as a Certified Financial Planner world-wide. SFPO recognizes the IAF qualifications for obtaining a license as Associate Financial Planner AFP, Associate Wealth Planner AWP, or Certified Financial Planner.
The IAF examinations and the preparatory courses are accredited by Cicero, the register for continuing education of the Swiss insurance industry. Participants in the courses and exams obtain continuing education credits.
SAQ certifies client advisors at banks. Certificate holders must renew their certificates every three years. SAQ recognizes selected modules of the preparatory courses for the IAF exams as a recertification measure.
About SAQ. About certified bank advisor.
IAF exams are conducted in Switzerland’s official languages German, French and Italian. Thus, our website provides fully-fledged information and documentation in these languages.
For more information please press another language button above. Or just contact us. We will be pleased to help you.
