ID号码 0000057198: Actuarial Advisor (family unit) with TÜV Rheinland certified Qualification

此ID页面可选择下列语言: German
认证项目名称:Actuarial Advisor (family unit) with TÜV Rheinland certified Qualification
入学要求:
  • 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.
考试内容:
  • Written exam (multiple choice and case study)
必需具备的能力:

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.

重新认证:

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

合作伙伴:JURA DIREKT
目前适用地区:德国