Your consumer rights when working with an FS provider The Swiss financial services industry is strictly regulated. Customers of financial service providers can make use of an ombudsman... Read
Advice vs. guidance If you’re new to the world of investments, you could well be worried about how much it costs to get started. The short answer is: ... Read
Define the financial support you need So we’ve looked at the different types of financial experts – independent financial advisor, retail banks, building societies and ... Read
Why Financial Services exist & what they offer On your journey to financial confidence and to starting to invest your money, you’ll need to work with a financial services provid... Read
Helpful tips when choosing an advisor Many people have no clue where to start when it comes to finding a financial advisor and often they feel irritated by the jargon t... Read
Money Fundamentals Switzerland (EN). Read more about Money Fundamentals Switzerland (EN). Ask a question about this course
What is a credit score & how to improve it Once you’ve calculated your current total worth, subtracting your expenses from your income, it’s time to think about your liabili... Read
When and how to select the right advisor? You will never have a problem finding a financial advisor. The challenge will be to find the RIGHT financial advisor for you. Havi... Read
B. Design your money programme Set out your life goals, the money you need to achieve them and set your money targets. Read