GLOBAL-FINANZ AG

Financial Planning and Analysis

• Intensive onboarding: From day one you receive practical training on financial products, advisory techniques, and sales processes.
• Preparation for IHK exams: Together with experienced mentors, you will learn all topics required for exams under §34d, §34i or §34f of the German Trade Regulation Act (GewO).
• Personal coaching: Regular feedback sessions to develop your strengths and provide clear development prospects.
• Accompanying advisory experience: Even during training you will have the opportunity to accompany initial client meetings or conduct them under guidance.
• Holistic advisory: You analyze your clients’ financial situations and develop individualized concepts for retirement provision, insurance, and wealth accumulation.
• Building and expanding your client base: Through marketing measures and active outreach you build your own network.
• Independent appointment and work planning: You schedule your consultations yourself and benefit from flexible working — whether in the office, from home, or at client locations.
• Continuous further training: Regular professional trainings, seminars, and digital learning formats keep you up to date.

Financial Advisor – Personal Financial Planning, Career Changer with IHK Qualification

• Phase 1: Training & IHK Certification
• Intensive onboarding: From day one you receive practical training on financial products, advisory techniques and sales processes.
• Preparation for IHK exams: Together with experienced mentors you will learn everything required for the exams necessary for licensing under §§34d, 34i or 34f of the German Trade Regulation (GewO).
• Personal coaching: Regular feedback sessions help you build on your strengths and provide clear development prospects.
• Accompanying advisory experience: During training you will have the opportunity to accompany first client meetings or conduct them under supervision.
• Phase 2: Your role as a Financial Advisor
• Holistic advice: You analyze clients’ financial situations and develop tailored concepts for retirement provision, insurance and wealth accumulation.
• Building and expanding your client base: Through marketing activities and proactive outreach you will grow your own network.
• Independent scheduling and work organization: You plan your consultation appointments autonomously and benefit from flexible working — in the office, from home or at clients’ locations.
• Continuous further education: Regular specialist trainings, seminars and digital learning formats keep you up to date.

Financial Advisor – Personal Financial Planning, Career Changer with IHK Qualification

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