Frauen und Finanzen

Issued by Zurich Insurance

Earners of this badge have better access to and understanding of the specific life situations of their clients. They have gained first insights into behavioral finance and understand why people sometimes make irrational decisions. They recognise the individual needs of their clients and build a sustainable relationship through target group specific advice. This supports them to know the potential of their existing portfolio and plan concrete activities to expand it.

Skills

Active Listening
Behavioral Finance
Financial Consulting
Financial Planning
Financial Security for Women
Women's Studies

Earning Criteria

Learners must apply to participate in this program. Upon successful application, learners complete a learning path with various on-site discussion sessions and expert interviews. Certification requires active participation in the Women and Finance program as well as passing the final oral exam: simulation of a client interview.