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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryAssociations & Interest GroupsProfessional & Trade AssociationsBernSFPO - Swiss Financial Planners Organization
SFPO - Swiss Financial Planners Organization Logo
Verified· 2 sourcesTrust Score
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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SFPO - Swiss Financial Planners Organization

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.
Path to the CFP® licence
Information and training routes to the CFP® licence via MAS Financial Consulting, Diplom Finanzplanungsexperte/in NDS HF, the professional certificate with CFP® upgrade, or CAS Senior Financial Consultant HWZ.
Trust & reputation

ranQ Trust Score of SFPO - Swiss Financial Planners Organization: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

SFPO - Swiss Financial Planners Organization has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
SFPO - Swiss Financial Planners Organization scores 83.5 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
SFPO - Swiss Financial Planners Organization scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
SFPO - Swiss Financial Planners Organization scores 88.6 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.88.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

SFPO - Swiss Financial Planners Organization reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Secure profile

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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.73.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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