Investment Advice, CAS 33715 en

Application deadline

30/06/2025

Duration

4 Months

Study form

Extra-occupational studies

Fees

10465 € / Semester

The continuing education course “Certificate of Advanced Studies in Investment Advice” at the Lucerne University of Applied Sciences and Arts comprises four months. The program aims to teach participants to understand the personal needs and economic circumstances of individual client segments and develop appropriate and adequate investment strategies. The syllabus contains the two modules of Strategic Investment Process and Financial planning and tactical execution. Students acquire broad theoretical knowledge and develop social, analyzing, methodical and problem-solving skills. To apply, candidates must have a university or college degree and three years of relevant professional experience.