Finanzplaner Fachausweis

Prepare for the Swiss financial planner exam: learn, practise, simulate. No account, no sign-up. Your progress stays on your device. Preparation for the Swiss Berufsprüfung Finanzplanerin/Finanzplaner with eidg. Fachausweis: 1'200 exam questions across 44 topics, case studies and 40 exam simulations in the Swiss exam format. For future financial planners: pensions with AHV, BVG and pillar 3a, taxes, investments and mortgages under Swiss law. Content is in German. TOPICS AT A GLANCE AHV, occupational pension (BVG), third pillar and retirement planning, taxes, wealth and investments, home ownership and mortgages, family and inheritance law, insurance, self-employed clients, and the advisory process and compliance. CORE KNOWLEDGE TO READ Clear theory cards for every topic, with sources and a legal-status date (Rechtsstand), so you can see how current each item is. QUESTIONS TO PRACTISE Multiple choice (single and multiple answer) and calculation tasks. Case studies with self-assessment train you to think in real situations. Oral practice prepares you for the expert interview. EXAM SIMULATION WITH TIMER 40 exam simulations for the modules and the oral exam under time pressure. Where the exam format is not officially confirmed, the simulation is labelled as indicative. FIX YOUR MISTAKES The mistakes review shows what has not stuck yet. Bookmarks mark what matters, reminders keep you on schedule. START FREE, UNLOCK ONCE - Part of the theory and of the multiple-choice questions of every topic is free - One quick quiz per day, free - The full version unlocks everything: case studies, oral practice, all 40 exam simulations and all other content - One-time purchase (CHF 50), no subscription, no recurring cost PRIVACY Answers, bookmarks, reading progress and settings stay local on your device. Optional first name, exam date and reminder are also local only. Anonymous usage statistics and crash reports via Firebase, no advertising ID. IMPORTANT This app is independent and not affiliated with the examining body, SBFI or course providers. Content is original and contains no past exams. Not legal, financial or tax advice and no guarantee of passing. The current laws and the official sources always prevail. SOURCES • IAF Reglemente Finanzplaner – https://www.iaf.ch/bildungsabschluesse/finanzplaner-mit-eidg-fachausweis/reglemente/ • Bundesrecht: AHVG SR 831.10, BVG SR 831.40, DBG SR 642.11, StHG SR 642.14 – https://www.fedlex.admin.ch/ • BSV Beträge 2026 – https://www.bsv.admin.ch/dam/de/sd-web/sAgdISSXenMT/d_Betr%C3%A4ge%202026.pdf • BSV BVG-Reform 2024 – https://www.bsv.admin.ch/de/bvg-reform-2024 • ESTV Familienbesteuerung – https://www.estv2.admin.ch/stp/ds/f-familienbesteuerung-de.pdf • EFD Individualbesteuerung – https://www.efd.admin.ch/de/abstimmung-individualbesteurung • Bundesrat Eigenmietwert – https://www.admin.ch/de/newnsb/yGTqBPowRqyVh0zPokW-q Content was written independently from these publicly available official sources (legal status 2026). The current legislation and the exam body's official guidelines always prevail. Privacy policy: https://sites.google.com/view/finanzplaner-privacy/home Terms of use: https://sites.google.com/view/finanzplaner-terms/home

First release: theory cards, questions, calculations, case studies, oral practice, exam simulations, mistakes review, bookmarks and reminders.