Fee-based financial investment advisor; registration for the examination of expertise

In order to obtain permission to act as a fee-based financial investment advisor, you must demonstrate the required expertise.

Description

Procedure

You can only take part in an examination after prior registration.

  • The IHK will inform you in good time before the examination about the details of the examination procedure, place and time.
  • You will first take the written examination.
  • If you have passed the written exam, the practical exam will take place.
  • After successful examination you will receive a certificate of your expertise.

Deadlines

  • Please observe the registration deadlines of your local IHK.
  • A proven expertise is valid for life.

Processing time

You will usually receive the certificate within a few days after passing the exam.

Fees

  • Costs are incurred. The exact amount can be found in the fee schedule of the IHK.

Links to more information

Status:02.02.2024

Responsible for editing:Deutscher Industrie- und Handelskammertag e.V.

  • Online transactions, Bavaria-wide
  • Online transactions, locally limited
  • Form, Bavaria-wide
  • Form, locally limited
  • Prefillable Form, Bavaria-wide
  • Legal bases, Bavaria-wide
  • Legal bases, locally limited
  • Fees, Bavaria-wide
  • Fees, locally limited
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