§ 02 — Become Finance education
On finance education, you become an expert in money, advice, and economics. You help customers with loans, savings, insurance, and investments in banks, pension companies, or real estate companies. The education makes you a skilled worker who can guide people in some of the most important decisions in their lives.
§What do you do in everyday life?
Your day is about helping customers get their finances in order. You hold meetings review numbers and find the solutions that best suit the individual. You work with systems rules and products and you explain complicated things in a way the customer can understand. Trust and integrity are at the core of everything you do.
- 01You learn to advise on loans, savings, and insurance.
- 02You become good at reading and explaining financial figures
- 03You learn the rules that apply in the financial sector
- 04You understand customer needs and build trust
- 05You become strong at working with IT systems and data
- 06You learn to sell and advise at the same time.
§How do you get started?
You start with a basic course at a vocational college within the commercial field. You then find a traineeship at, for example, a bank, an insurance company or a property firm and enter into a training agreement. The programme alternates between school and practical training, and you earn a wage while you are a trainee.
§The way forward
As a skilled person in finance you can become a customer adviser case handler or specialist in for example housing business or investment. You can further study towards finance economist or finance bachelor and eventually work with management analysis or specialised advice.
“Good financial advice is less about numbers and more about understanding the person behind them.”
Specialisations & levels
- 01Bank and Mortgage
- 02Life and pension
- 03Damage insurance
Schools here that offer it
Click on a school to see all its educations. The same education is typically offered in several places in the country.
Where can you read it?
These schools and institutions offer the programme. Always check the individual school for current classes, admission and entry requirements.
- Aarhus Business College, Aarhus
- ZBC, Roskilde (The Butchery School) — all school teaching in the butchery education takes place here/Ringsted/Vordingborg
- Køge Business School, Køge
- Roskilde Business School, Roskilde
- IBC, Fredericia/Kolding
- Campus Vejle, Vejle
- Financial sector education center, Skanderborg (main course, banking/mortgage)
- Insurance Academy Rungsted (main course insurance/pension)