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An offer from the Federal Institute for Vocational Education and Training

Information portal of the German government
for the recognition of foreign professional qualifications

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Your profession: Financial services consultant (m/f)

Professional activities

Certified financial services consultants analyse the economic situation of private households and advise their customers on financial matters in line with their requirements. They provide individually bundled standard financial market products relating to risk avoidance and management, cash and asset investments and financing.

Fields of work

Certified financial services consultants mainly work in financial services departments at banks, at private financial services companies, at savings banks and at mortgage saving banks. They may also find suitable fields of activity with tax consultancy firms, with insurance companies or with companies involved in the property sector.

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The professional profiles are based on information from berufenet at the Federal Employment Agency and BIBB (Federal Institute for Vocational Education and Training).