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DirectoryAssociations & Interest GroupsProfessional & Trade AssociationsBernSFPO - Swiss Financial Planners Organization
SFPO - Swiss Financial Planners Organization Logo
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SFPO - Swiss Financial Planners Organization

Summary

About the company

The core activity of SFPO (Swiss Financial Planner Organization) is the promotion and certification of financial planners and advisors in Switzerland. It offers training and examination programs to promote professionalization and quality in financial consulting. In addition, SFPO supports cooperation with other national and international organizations in the field of financial planning and consulting.

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Industry:Professional & Trade Associations
✓ Offered6
CFP® licence
CFP® licence for people in private financial planning; application via recognised education paths, licence fee, issuance fee and annual licence fee.
SWISS AWP® licence
Swiss Associate Wealth Planner™ licence as an additional licence awarded by the SFPO for financial planners.
SWISS AFP® licence
Swiss Associate Financial Planner™ licence as an additional licence for finance planning professionals, alongside CFP® and SWISS AWP®.
SWISS AFP International® licence
Swiss Associate Financial Planner International™ licence as another licence named by the SFPO for financial planning professionals.
Licence application and administration
Licence application with licence issuance fee, annual licence fee and dual-membership discount for members with FPVS membership.

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Location

Münzgraben 6
3011 Bern

At a glance

Legal form
Association
UID
CHE-109.516.931
Founded
2001 · 25 years
Last commercial register change
April 16, 2025
Employees
11 to 20

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