Competence in
Financial Consulting

IAF alumni and experts meet at the Training Center
Sihlpost of the KV Zurich Business School in Zurich.

The IAF Association for Continuous Education in the Financial Industry is one of the leading organizations for quality assurance in the Swiss financial sector, by means of examination and certification on the level of professional education and training.

Our Contribution to Quality

Our Contribution to Quality

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).

Offered Degrees

Offered Degrees

Certified Financial Advisor IAF

Financial Planner with Federal Diploma of Higher Education

SME Financial Consultant with Advanced Federal Diploma of Higher Education

Certified Swiss Fund and Asset Management Officer FA/IAF

Recognitions

Recognitions

Swiss State Secretariat for Education, Research and Innovation SERI

SERI recognizes

  • Financial Planner with Federal Diploma of Higher Education
  • SME Financial Consultant with Advanced Federal Diploma of Higher Education

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.

Swiss Financial Market Supervisory Authority FINMA

FINMA recognizes

  • Certified Financial Advisor IAF
  • Financial Planner with Federal Diploma of Higher Education

as professional qualification for the registration as an insurance intermediary and for the authorization as a distributor of collective investment schemes.

About insurance intermediaries. About collective investment scheme distributors.

Swiss Financial Planners Association SFPO

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.

About SFPO. About CFP.

Association for Professional Insurance Education VBV

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.

About VBV. About Cicero.

Swiss Association for Quality SAQ

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.

More...

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.