IAF training for financial advisers – Qualified Financial Adviser IAF
Become a Qualified Financial Adviser IAF
The IAF training programme is a recognised professional qualification for financial advisers, insurance advisers and brokers in Switzerland. It gives you the knowledge and expertise required for professional, holistic financial advice.
Practice-oriented. Can be completed alongside work.
How the training works
Reserve your place
You reserve your training place and receive all the information.
Complete the training
You go through the modules with in-person teaching and the learning platform.
Exam preparation
Targeted preparation for the IAF examination.
IAF examination
You sit the official examination and receive your qualification.
The IAF training programme at a glance
Objective of the training programme
Qualification as a Qualified Financial Adviser IAF with recognised certification in Switzerland.
Format
- In-person teaching
- Can be completed alongside work
- Structured, clear learning path
Duration
- Modular structure
- Several in-person modules over approx. 4 to 6 months
- Examination possible twice a year
In-person location
- The modules will take place in Bern.
What you will learn in the IAF training programme
Holistic financial advice
- Wealth building
- Pensions (AHV, BVG, private provision)
- Insurance
- Property
- Law and taxes
- Exam preparation
The 6 modules of the IAF training programme
Our curriculum follows the IAF qualification profiles precisely. We teach the theory in a way that allows you to apply it directly in client meetings the very next day.
Module: Wealth building
ClassroomAnalysis of investment goals, core knowledge of shares, bonds and funds, as well as portfolio structuring.
Module: Pensions
ClassroomIn-depth understanding of the 3-pillar concept (state, occupational and private provision).
Module: Insurance
ClassroomPersonal, property and liability insurance for private households.
Module: Property
ClassroomFinancing of home ownership, mortgage models and loan-to-value limits.
Module: Law
ClassroomFundamentals of matrimonial and inheritance law, as well as contract law in a financial context.
Module: Taxes
ClassroomIncome and wealth taxes, as well as the tax aspects of pension provision.
Exam preparation
ClassroomIntensive preparation for the IAF examinations so that you can attend with confidence.
Your advantages with Maklerzentrum Academy
Practice-oriented training
Teaching by experienced experts from the finance and insurance sector.
Clear structure
Understandable modules with direct application in day-to-day work.
Can be completed alongside work
The training can be combined perfectly with your professional activity.
Hybrid and flexible
Combination of in-person teaching and digital learning.
Personal support
We support you step by step through to the IAF examination.
Advantage if you already have VBV training
If you are already an Insurance Intermediary VBV, you benefit from:
Recognition of your existing qualification
Reduced examination scope possible
Faster route to becoming a Financial Advisor IAF
The VBV training is the ideal foundation for the next step.
Who the IAF training programme is suitable for
Insurance advisers
Deepen your specialist knowledge and continue your professional development.
Financial advisers
Expand your expertise for holistic financial advice.
Insurance Intermediary VBV
The next logical step after VBV certification.
Brokers
Strengthen your advisory expertise and qualification.
Career changers
Structured entry with clear training and a recognised qualification.
Completion and qualification
Once you have successfully completed the programme, you receive the diploma:
Qualified Financial Adviser IAF
This qualification is recognised in Switzerland and is an important basis for your professional development in financial advice.
About IAF training in Switzerland
The IAF training programme is an established qualification for financial advisers and insurance advisers. It provides specialist knowledge, advisory expertise and regulatory certainty for the professional advice of private clients. Maklerzentrum Academy offers structured preparation for IAF certification with in-person training in Bern.
Get started now
Reserve your place and begin your training as a Financial Adviser IAF.
per person
with an existing Insurance Intermediary VBV qualification
Including access to the online platform, excluding external IAF examination fees and course materials: Full examination CHF 2’100 (written modules CHF 400 each, oral examination CHF 500).
Important for you:
As this may be a preparatory training programme for a federal examination (Financial Planner), you may be eligible for up to 50% federal contributions (subject funding), provided you subsequently pursue the Federal Diploma.
FAQ on IAF training
Qualified Financial Adviser IAF
Everything you need to know about IAF training – answered in detail.
What is IAF training in Switzerland?
IAF training is a professional continuing education programme for insurance advisers and financial advisers in Switzerland. It prepares participants for the IAF examination and provides specialist knowledge in insurance, pensions, law and advice.
The training programme serves as structured preparation for a role in insurance advice or financial advice.
Who is IAF training suitable for?
IAF training is aimed at:
- Insurance advisers
- Financial advisers
- Brokers
- VBV graduates
- People working in the insurance sector
It is suitable for people who want to expand their professional qualifications or prepare specifically for the IAF examination.
What do you learn in IAF training?
IAF training is aimed at:
- Insurance advisers
- Financial advisers
- Brokers
- VBV graduates
- People working in the insurance sector
It is suitable for people who want to expand their professional qualifications or prepare specifically for the IAF examination.The training programme includes the following key subject areas in particular:
- Insurance fundamentals
- Insurance products
- Pensions and wealth planning
- Legal fundamentals and regulatory requirements
- Advice and client analysis
- Exam preparation
The content prepares participants for the professional requirements of insurance advice.
How long does the Qualified Financial Adviser IAF training programme last?
The duration of IAF training depends on the individual training plan and the modules selected.
The modular structure enables structured and plannable preparation for the IAF examination.
How much does IAF training cost?
The training costs are:
- CHF 400 per course day
In addition, external examination fees apply:
- Full examination: CHF 2’100
- Written modules: CHF 400 per module
- Oral examination: CHF 500
The examination fees are charged directly by the examination organisation.
Where can you take IAF training in Switzerland?
The training takes place in Bern.
Can IAF training be completed alongside work?
Yes. The training programme is designed so that it can be completed alongside your professional activity.
What is the difference between VBV and IAF training?
VBV training provides the fundamentals for insurance intermediaries.
IAF training is a more advanced qualification and deepens specialist knowledge in advice, pensions and insurance.
In terms of content, IAF training builds on more advanced professional requirements.
Does the training prepare you for the IAF examination?
Yes. The training programme is clearly structured and includes targeted preparation for the IAF examination.
This includes specialist content, structured modules and preparation units.
How can you register for IAF training?
Registration takes place via the reservation form on the training page.
After the reservation, you receive information about dates and the training process.
Is IAF training a prerequisite for working as a financial adviser?
The requirements depend on the specific role and the regulatory environment.
IAF training serves professional qualification and preparation for corresponding professional activities.
Where does the IAF examination take place?
The examination is conducted by the responsible examination organisation.
Information on the examination and examination dates is provided by the respective organisation.
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