Four FiplaPro® Eignungsprüfungen for the different phases in life

MAXCUSTOMER PROTECTION

MAXCONSULTING SECURITY 

by checking the risk tolerance and capability, recording the income and asset situation, as well as the adequacy and suitability test at every stage of life.

The FiplaPro® Eignungsprüfungen are professionally taught

A corresponding training programme has been developed by the Institute for Financial Planning (IfFP) in cooperation with Haus der Vorsorge. The financial plans are a part of IfFP’s training programme for prospective and professional provision consultants, financial planners, and financial consultants.

Further solutions

Generate MAX revenue through additionally sold FiplaPro® Eignungsprüfung