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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 consultancy specialist (m/f)

Professional activities

Certified financial consultancy specialists take on qualified specialist and management tasks at companies in the finance and insurance sector. They advise private and corporate customers on risk management and investment and organise their own business operations.

Fields of work

Certified financial consultancy specialists mainly work for financial services companies such as banks, savings banks and private credit institutes. They also find employment with ratings agencies and with accountancy and tax consultancy firms. They may also work in the insurance sector or for property companies.

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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).