ID No. 0000057198: Actuarial Advisor (family unit) with TÜV Rheinland certified Qualification

The requested ID page is also available in the following languages: German
Certification Program Title:Actuarial Advisor (family unit) with TÜV Rheinland certified Qualification
Admission Requirements:
  • Completed degree

or

  • Completed vocational qualification

or

  • Chamber of commerce approval/authorization as financial service provider

and

  • Professional experience as Generational Consultant, retirement planner or equivalent experience and a qualification recognized by PersCert TÜV

and

  • The candidate has completed the training course “Actuarial Advisor (family unit) offered by JURA DIREKT and recognized by PersCert TÜV in content, duration and structure. A minimum of 80% attendance is required.
Examination Components:
  • Written exam (multiple choice and case study)
Required Competencies:

Successful candidates are in a position to explain legal and financial provision as well as risk management in the family unit in accordance with the RDG (German Legal Service Act) in a competent manner. They can prepare customer appointments in a structured fashion, process customer requirements, in order to guarantee holistic and sustainable provision for personal and family security and autonomy. They know how to position and market themselves in their market, operate in a sales-oriented fashion and to develop and consolidate their business success using the family-oriented solution approach towards legal and financial provision.

Recertification:

Participants prove that their competence is up-to-date in a recertification process.

Cooperation Partner:JURA DIREKT