
Christine Korner
Brugg AG
Credit Suisse
(0 with 0 ratings)
Strong knowledge - great passion - soft skills
My approach is shaped by many years of experience in financial planning and by my pursuit of quality and precision.
I have been a financial planner with a federal professional certificate since 2006. From 2012 to 2014, I deepened my specialist knowledge as part of a four-stage further training course at the Academy of the Chamber of Tax Consultants (EXPERTSuisse AG) and obtained the certificate "Taxes for natural persons - expert level".
For years, I have been involved as an examination expert and examination author for the IAF Interest Group for Training in the Financial Sector as part of the qualifications "Dipl. Financial Advisor IAF" and "Financial Planner with Federal FA".
Qualifications
Language(s) in counseling
Englisch
Deutsch
Topics:
Assess the overall financial situation
Invest money
Financial Planning
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Settle an inheritance
Tax optimization
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Living situation
Real estate as a pension
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Donate an inheritance
Advance on inheritance
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Who inherits how much?

Evaluation
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