Certified financial investment specialist according to §34f GewO
- Customer advisory service (creation of customer profiles and determination of requirements, possible solutions, product presentation and information)
- technical bases for the brokerage of financial investment products and advice on these
- Knowledge in the field of open-ended investment funds within the meaning of Section 1 (4) of the German Investment Code (Kapitalanlagegesetzbuch), in particular with regard to legal principles and tax treatment
Certified insurance consultant according to §34d GewO
- Professional customer service
- Insurance basics
- Social security framework conditions as well as basic features of state and company-sponsored pension schemes
- Legal basis for insurance consulting