GLOBAL-FINANZ AG

Financial Planning and Analysis

• Intensive onboarding: You will receive practical, hands-on training in financial products, advisory techniques and sales processes from day one.
• Preparation for the IHK exams: Together with experienced mentors you will learn everything required for exams under §34d, §34i or §34f of the German Trade Regulation Act (GewO).
• Personal coaching: In regular feedback sessions we work on your strengths and provide clear development prospects.
• Supervised advisory experience: Even during the training you will have the opportunity to observe initial client meetings or conduct them under guidance.
• Holistic advisory: You analyze your clients' financial situations and develop tailored plans for retirement planning, insurance and wealth accumulation.
• Building and expanding your client base: Through marketing activities and proactive outreach you build your own network.
• Independent scheduling and work organization: You plan your advisory appointments yourself and benefit from flexible working — whether in the office, from home or at clients' premises.
• Continuous professional development: Regular specialist trainings, seminars and digital learning formats keep you up to date.

Financial Advisor, Personal Financial Planning

• Intensive onboarding: From the start you will receive practical training on financial products, advisory techniques and sales processes.
• Preparation for the IHK exams: Together with experienced mentors you will learn all the material required for exams under §34d, §34i or §34f of the German Trade Regulation (GewO).
• Personal coaching: In regular feedback sessions we work on your strengths and offer clear development perspectives.
• Supervised advisory experience: Already during the training you will have the opportunity to accompany initial client meetings or to conduct them under guidance.
• Holistic advisory: You will analyze your clients’ financial situations and develop individual concepts for retirement provision, insurance and asset accumulation.
• Building and growing your client base: Through marketing activities and proactive outreach you will establish your own network.
• Independent scheduling and work organization: You plan your consultation appointments yourself and benefit from flexible working — whether in the office, from home or at clients’ premises.
• Continuous professional development: Through regular specialist trainings, seminars and digital learning formats you will always stay up to date.

Financial Advisor, Personal Financial Planning

Financial Advisor – Personal Financial Planning, Career Changer Path with IHK Certification