CFP (Certified Financial Planner) - Germany
Premier German comprehensive financial planning credential; globally recognised via FPSB. Strong recognition at top private banks for senior client-advisor roles.
Hinweis: Affiliate-Links enthalten.
Offizielle Website →Gegründet
1997
Hauptsitz
Frankfurt, Germany
Zielgruppe
German Vermögensberater and Privatkundenberater providing comprehensive financial planning at private banks (Berenberg, M.M. Warburg, Hauck Aufhäuser Lampe), Family Offices, and independent Versicherungsmakler with planning capability.
Hauptmerkmale
- Pathway: FPSB-accredited postgraduate financial planning education (Frankfurt School of Finance & Management, EBS, Schmalenbach) + CFP examination + 3 years of qualifying experience
- FPSB-Code of Ethics adherence required
- Continuing Education: 30 hours annually + ethics module biennially
- FPSB Germany sees ~1,800+ active CFP professionals
- FPSB-globally affiliated CFP designation
So erhalten Sie diese Zertifizierung
Voraussetzungen
FPSB-accredited postgraduate education + 3 years of qualifying experience.
Warum zertifizieren — ROI
Gehaltsauswirkung
German CFP holders earn EUR 15,000–EUR 35,000 premium in private banking / wealth planning (Hays Germany 2024). Median CFP-Germany total comp: EUR 95,000–EUR 165,000.
Karrierevorteile
- Was diese Zertifizierung auszeichnet
- Premier German comprehensive financial planning credential; globally recognised via FPSB. Strong recognition at top private banks for senior client-advisor roles.
- Branchenanerkennung
- FPSB Germany proprietary; FPSB-globally affiliated; complements (does not replace) BaFin §87 Sachkundenachweis.
Für wen ist diese Zertifizierung geeignet
Ideal für:
- German Vermögensberater and Privatkundenberater providing comprehensive financial planning at private banks (Berenberg
- M.M. Warburg
- Hauck Aufhäuser Lampe)
- Family Offices
- and independent Versicherungsmakler with planning capability.
Alternativen erwägen, wenn:
- Education prerequisite adds EUR 9,500+ and 1-2 years
- Annual EUR 595 + 30 hrs/yr CE costs
Preise
Preise variieren.
Schwächen
- Education prerequisite adds EUR 9,500+ and 1-2 years
- Annual EUR 595 + 30 hrs/yr CE costs
- Smaller community than DVFA-CIIA in Germany
- Less BaFin-Sachkundenachweis coverage than DVFA-CIIA
Verfügbare Märkte
Germany
Hinweis: Affiliate-Links enthalten.
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