What is the best university for financial economics

Financial economics

Next start date: February 6, 2021

The Contact studies in financial economics consists of two study levels. The first level of study comprises a total of 25 training days and provides in-depth knowledge of a wide range of investments and insurance products as well as their tax and legal implications. Successful participants receive an EBS university certificate with the title Financial Consultant (EBS) from. The training to become a Financial Consultant (EBS) forms the basis for successful work in private banking and is the basis for certification as a European Financial Advisor EFA by the Financial Planning Standards Board Deutschland e.V.

The second level of study comprises 18 days of training and trains the networking of individual product categories, creates the competence to analyze and solve major issues in private banking and increases communication and advisory skills. Study participants also learn to create comprehensive financial plans with a long timeline and to implement them for the customer. The successful participant receives the EBS university certificate with the title Finance Economist (EBS). After successfully completing their studies, participants can be certified as CERTIFIED FINANCIAL PLANNING professionals by the Financial Planning Standards Board Deutschland e.V.

In addition, graduates of the financial economics contact course fulfill the qualification certificates according to § 34 d / § 34 f and § 34 i GewO.

Credit towards Master in Wealth Management

The Contact studies in financial economics trains with the modules to become a Financial Consultant (EBS) with the study level 1 P2 and P3 a substantial part of the compulsory modules of the Master in Business with a specialization in Wealth Management and is credited with a total of 12 ECTS credits.

The degree 2 financial economist (EBS) corresponds to the elective modules W1 and W2 of Master in Wealth Management with a total of 12 ECTS credits. This crediting of study levels 1 and 2 to an academic degree creates long-term development prospects for the participants and improves the participants' career prospects in the long term.

Subject areas

The following central subject areas are taught as part of the financial economics contact course:

  • Interdisciplinary basics
    · Business administration
    · Economics
    · Financial mathematics and statistics
    · Tax and legal bases
    · Ethics
  • Private financial management
    · Credit management
    · Portfolio management
    · Pension management
    · Real estate management
    · Investment management
    · Succession management
  • Basic concept of financial planning
    · Concept
    · Methodology
  • Strategic direction of financial planning
    · Institutional aspects
    · Aspects specific to target groups
    · Conceptual aspects
    · Regulatory and liability issues
  • Financial planning in consulting practice
    · Entrepreneur financial planning
    · Strategic risk and provision management in financial planning
    · Asset succession and financial planning
  • Marketing and communication in financial planning
    · Basics
    · Financial marketing process in financial planning
  • Financial planning case studies

Accreditations and memberships


With the successful completion of level 1, the title Financial Consultant (EBS) forgive. This qualification prepares you for certification according to DIN ISO 22222 as a “DIN-certified private financial planner” and as a European Financial Advisor EFA. With the successful completion of level 2, the title Finance Economist (EBS) awarded, which is also an entry requirement for certification as a CERTIFIED FINANCIAL PLANNING Professional.

Video of the FPSB Germany: Financial planning is life planning


The lecturers play a major role in the high reputation that the EBS Finanzakademie's contact course in financial economics enjoys in the financial services industry. Professors and high-ranking personalities from companies in the money, insurance and real estate industries as well as the consulting professions guarantee your learning success:

  • Asmussen, Peter, CFP, CFEP, TEP, asfinanz Institute for Asset and Succession Planning, Eltville // Member of the Management Board, Financial Planning Standard Board Deutschland e.V., Frankfurt am Main
  • Balzer, Prof. Dr. Peter, lawyer, partner of the partnership, Sernetz · Schäfer Rechtsanwälte Partnerschaft mbB, Düsseldorf // Honorary professor at the University of Siegen, Siegen
  • Dechow, Prof. Niels Ph.D., Professor, Chair of Corporate Accounting and Controlling, EBS Business School, EBS University for Economics and Law, Oestrich-Winkel / Wiesbaden
  • Fehrenbacher, Prof. Dr. Oliver, Professor, Chair for Civil Law and Tax Law, Faculty of Law, University of Konstanz, Konstanz
  • Fritsch, Mario, Deputy Director, Wealth for Generations, Deutsche Bank AG, Munich
  • Gerke-Reineke, Axel, Managing Partner, mmFinance Training for Financial Markets GmbH & Co. KG, Hamburg
  • Gschwind, Michael, Managing Partner, Gschwind Software GmbH, Aachen
  • Hamberger, Prof. Dr. Karl, Honorary Professor for Tax Law, EBS Business School, Oestrich-Winkel / Wiesbaden // Lawyer, Tax Advisor, Partner, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft, Munich
  • Tusks, Prof. Michael, CFP, Managing Partner, Institute for Pension Provision and Financial Planning, Altenstadt // Professor for Financial Markets and Financial Planning, Faculty of Business Administration, East Bavarian Technical University of Amberg-Weiden, Amberg
  • Jacob, Dr. Ralph, CFP, CFEP, Scientific Director, Private Finance Institute, EBS Business School, EBS University for Economics and Law, Oestrich-Winkel / Wiesbaden
  • Emperor, Uwe B., Deutsche Bank Wealth Management, Hamburg // Zurich
  • basement, cellar, Markus, member of the management, febs Consulting GmbH, Grassbrunn near Munich
  • Koziol, Prof. Dr. Christian, Chair of Finance, University of Tübingen, Tübingen
  • Lauterbach, Prof. Dr. Rainer, Managing Director, LAUTICA GmbH, Frankfurt am Main // Professor of Corporate Finance, ISM International School of Management, Frankfurt am Main
  • Light white, Christoph, CFP, Managing Director, YPOS Consulting GmbH, Darmstadt
  • Maage, Andreas, CFP, Wienhausen
  • May, Prof. Dr. Stefan, Professor, University of Applied Sciences Ingolstadt // Head of Investment Management, Quirin Privatbank AG and quirion AG, Berlin // Managing Partner, ikf Institute for Capital Market Research and Financial Marketing, Munich
  • Mense, Andreas, Managing Director, eFonds24 GmbH - Pacta division, Frankfurt am Main
  • Michalczyk-Schröder, Andrea, lawyer, Financial Services Department, Practice Group Financial Lines, Aon Versicherungsmakler Deutschland GmbH, Frankfurt am Main
  • Michalowski, Klaus, CFP, tax advisor, Michalowski law firm, Bochum
  • nickel, Hans, Managing Director, Institute for European Wealth Management, Rheinbach
  • Pitschke, Dr. Christoph, Managing Director, GAR German American Realty GmbH, Cologne
  • Reeg, Michael, Managing Director, Hoesch & Partner Versicherungsmakler GmbH, Frankfurt am Main
  • Ripe, Markus, Managing Director, ALGO Capital Management GmbH, Zossen
  • Schaubach, Prof. Dr. Peter, CFP, CFEP, Honorary Professor for Family Office, EBS Business School, EBS University for Economics and Law, Oestrich-Winkel / Wiesbaden
  • Schiereck, Prof. Dr. Dirk, Professor, Chair of Corporate Finance, Faculty of Law and Economics, Technical University of Darmstadt, Darmstadt
  • Shed, Stefan, Chief Economist, Head of Economic Research, HSBC Trinkaus & Burkhardt AG, Düsseldorf
  • Schmidt-Nentwig, Wolfgang, Government Director, Hessian University for Police and Administration, Wiesbaden
  • Seidler, Ralph, fully qualified lawyer, Deutsche Bank AG, Berlin
  • dust, Dr. Marcus, CFP, Tax Advisor, Managing Partner, Dr. Staub & Partner, Steuerberatungsgesellschaft mbB, Partenstein
  • Storm, Dennis, LL.M., Managing Director, STC Versicherungsmakler GmbH, Westerburg
  • Sun, Dr. Min, Managing Director, Taunus Trust GmbH, Bad Homburg
  • Tilmes, Prof. Dr. Rolf, CFP, HONCFEP, M.M., Head of EBS Executive School, EBS University for Economics and Law, Oestrich-Winkel / Wiesbaden
  • from Moltke, Carola, Managing Partner, VON MOLTKE Marketing Management, Frankfurt am Main
  • Wesseling, Matthias, CFP, CEP, CFEP, Branch Manager, Bethmann Bank AG, Cologne

target group

The contact course in financial economics is designed for the following addressees:

  • Independent financial service providers and young managers and specialists from banks and savings banks, financial service companies, insurance companies, fund companies and real estate companies who want to implement the concept of financial planning for their private or corporate customers
  • Consultants in private banking, wealth management or family office who want to learn or deepen all facets of holistic customer care
  • Lawyers and tax consultants who have recognized the consulting potential and would like to take the opportunity to successfully develop and expand their previous field of activity
  • People who are striving for certification in accordance with DIN ISO 22222 as a private financial planner, European Financial Advisor EFA or Certified Financial Planner
  • People who want to obtain the academic degree Master in Wealth Management (MA) on the basis of the contact studies in financial economics
  • End customers with the appropriate wealth who do not want to rely solely on their advisors


Applicants for the financial economics contact course are:

  1. People who have completed their studies at a university, technical college or vocational academy (BA), in particular in business administration, economics, law and administrative science.

  2. Persons who have acquired the qualification required for participation in their job or in another way, in particular:

  • Graduates of the EBS Executive School, the Frankfurt School of Finance & Management, the Academy of German Cooperatives, the Sparkasse Academy, an Administration and Business Academy (VWA) as well as state-certified business economists specializing in the housing industry and real estate loan,
  • Bank specialists, savings bank specialists, insurance specialists, specialists in financial services, administrative specialists and specialists in the real estate and housing industry as well
  • People who have already gained experience in the field of financial planning.

All applicants should have the general higher education entrance qualification, the subject-specific university entrance qualification or the technical college entrance qualification. Comparable foreign degrees or professional qualifications are recognized. The scientific management decides on the admission to the contact study.

tuition fee

The tuition fees are 8,330 euros for study level 1 and 6,550 euros for level 2. If you book levels 1 and 2 at the same time, the tuition fees are reduced to a total of 13,990 euros.

The costs of the optionally bookable tutorials I and II as preparation for the basic knowledge test are each 1,785 EUR.

According to § 4 No. 21 a) bb) UStG, this service is exempt from sales tax.

The tuition fees include the costs for participant documents, lunch and refreshments during breaks.


The program consists of two stages. Level 1 concludes after 25 days of face-to-face training with the title of Financial Consultant (EBS). Level 2 comprises an 18-day in-depth study and concludes with a financial economist (EBS).


Registration is possible until the date of the basic knowledge test on February 6, 2021.

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