PENSIONIERUNGSKURS
Avoid costly errors
make the most of your pension Money!
Avoid costly errors
make the most of your pension Money!
YOUR ONLINE COURSE FROM A FINANCIAL PLANNING EXPERT
YOUR ONLINE COURSE FROM A FINANCIAL PLANNING EXPERT
No more endless research.
All your questions in one platform!
From a Swiss Certified Financial Planning Expert.
PARTNERS
SBB - SCHWEIZERISCHE BUNDESBAHNEN PK FINANZFABIO AVANTAGE (Eine Dienstleistung von PRO SENECTUTE) STS - SCHWEIZERISCHE TREUHANDSCHULE APK - ARGAUISCHE PENSIONSKASSE | LIVICA SAMMELSTIFTUNG SPARKASSE SCHWYZ ASSEPRO (BROKER)
RETIREMENT COURSE
PREMIUM
3 hours of on-demand video
Worksheets and slides available for download
Access to personalised calculation tools
Regularly updated information
Practical content - no unnecessary theory
Quizzes to consolidate learning
CHF 497 eligible for discount with voucher code
SimplifiedStep-by-Step
Complex topics broken down into practical steps and easy to understand. For individuals 50+, and professional advisors on pension planning.
Personal
Benefits
One platform with everything you need, and nothing you don't. Save time. Optimise your pension, your taxes, your retirement.
30,000 Hours of Experience
Legally compliant. With 25 years of experience. Tried and tested. From a Swiss Certified Financial Planner (CFP®).
EXPERIENCE
4000+
Over 2500 clients and 1500 financial professionals have benefited from this knowledge to make sound decisions.
Markus Cotti, 61
Former regional bank director
Board member of the Schwyz Business Association
DORIS HIRSCHI, 64
Pharmaceutical event coordinator
AFTER THIS COURSE, YOU WILL GAIN
A step-by-step plan for your retirement
Including budget, pension incomes, and pension gap - and how you can fill the gap effectively.
Clear decision on pension or lump-sum
Using our guide and calculation tool, you can make a clear decision without regrets.
Action plan to get things done
You will have a to-do list. You will know which steps are required and when.
Answers to many other topics, such as:
In-depth knowledge about how pension planning works
Learn about different retirement models, what your benefits will be like from the state and company pension funds, and how these work.
A holistic view of your finances
Optimise your taxes, invest your capital safely, ensure you’re legally protected, and explore options for financing a home after retirement.
The only online retirement planning course in switzerland.
by a certified financial planning expert.
Andreas Ulrich | CFP®
With more than 25 years of experience, Andreas has helped over 4,000 people plan their retirement with confidence and clarity. As an adviser, trainer and strategy developer in leading financial institutions, he has developed deep expertise across all aspects of retirement planning.
He now shares this wealth of knowledge in this course to help you prepare for the next stage of your life, helping you to optimise your benefits, avoid costly mistakes, and enjoy your retirement with peace of mind.
His vision is to help people like you make the most of their retirement, not only financially, but also in terms of quality of life.
Through his work in higher education and advisory roles, Andreas has seen just how important it is to have a clear and structured retirement plan. In this course, he shares not only his expertise and proven methods, but also his enthusiasm and the confidence that comes from knowing you can make the most of the best years of your life.
WHAT YOU GAIN
12 MODULES
Comprehensive guidance on retirement planning, including state pension (AHV), occupational pension schemes, investment strategies, legal provisions and steps to practical implementation. By the end of this course, you will be financially secure and well-prepared for retirement.
EXPERT-KNOWLEDGE
Benefit from more than 30,000 hours of hands-on experience through over 2,500 client consultations. No need to experiment. Tap into 25 years of proven expertise. Andreas Ulrich, one of the pioneer founders of pension planning in Switzerland, provides you with a clear roadmap.
TOOLS AND WORKSHEETS
3 hours of video tutorials, 100-page handouts, 33 quiz questions. Gain access to calculation tools and sample templates to practically implement your retirement plan with concrete personal numbers. Avoid costly mistakes and make the most of your retirement benefits.
ALL TOOLS IN ONE PLATFORM
Pension or lump-sum decision making calculator
Pension or lump-sum holistic decision-making guide
Budget calculator for different stages of retirement
AHV pension calculation tool
Assets and liabilities calculation tool
Tax-efficient pension withdrawals calculator
Home affordability calculator
Home ownership vs rental decision making tool
AHV contributions calculator for non-employed people
Sketching out your retirement tool
Defining your priorities worksheet
Selecting the right retirement model worksheet
Example templates for:
- Will, Lasting Power of Attorney, Living Will
To-Do planning list
Personal financial action planning tool
FAQ
How much does the course cost?
The full course costs CHF 497. If you have a discount code, enter the CODE on the check out page to see your price.
Who is this course for?
Anyone 50 and over preparing for retirement!
In addition, professionals in finance who want to provide sound retirement planning advice in compliance with applicable regulations will benefit from this course. This includes financial advisers, retirement advisers, pension fund specialists, fiduciaries, attorneys, and investment advisers seeking to enhance their expertise and provide greater value to their clients.
Do I still need personal advice?
If you decide to work with a financial professional, this course will help you prepare thoroughly in advance. You’ll be able to engage on equal footing, save time, and potentially reduce advisory costs.
If you’ve already received advice, the course provides a valuable second opinion from a neutral perspective, helping you validate recommendations, identify potential gaps, and make more confident decisions.
How can I get 10, 50, or 100 course licenses?
Get in touch! Depending on your needs, we can find the right solution for you, your team, and your project.
When are the live exchanges?
Small group live webinars take place on weekdays at 7:30PM and last 1.5 hours. You will be notified of the exact dates after booking.
What can I gain from this course?
This course is your retirement roadmap.
You will learn about different retirement models, understand how the state and company pensions work, and address important questions such as pension or lump-sum. In addition, you will learn tips on how to save on taxes, how to better invest your money, and make the most of your AHV contributions. Finally, you will know how to finance your home after the age of 65, and make legal arrangements, including wills and lasting power of attorneys.
With easy-to-use calculation tools, guidelines, structured worksheets, and templates, you can plan your retirement with confidence and peace of mind.
Will I receive a certificate upon completion?
Yes! You will receive a certificate of attendance listing the topics covered.
Finance professionals can also look forward to earning 13 CICERO points and 10 SAQ points. The course is accredited by both associations – a mark of the highest quality.
What are the technical requirements?
A computer with internet access. Available 24/7. Microsoft Edge Browsers are recommended, but the course works on all major browsers.
Online or in-person? Which is better?
For years, different organisations have been offering in-person courses and workshops. However, these workshops are generally not specific to you. In addition, low-cost or free courses often involve selling a product. This course is neutral and the solutions can be personalised to you. No products are sold. You can learn at your own pace, and use our tools freely to find the right solution for you. You have a lifelong access to the digital tools and resources, and you get to save on travel costs.
How much time should I set aside for the course?
If you want to complete the course all in one go, set aside about 8-12 hours. Of course, this assumes you already have the necessary documents and know what you want. Our recommendation, however, is to work through the course step-by-step, dedicating about 3-4 hours per week.
How long can I access the platform?
By default, you have access for 90 days. IF you need more time, send me a message using the contact form.
Can I still access course content after it ends ?
Absolutely! You can download the contents onto your computer in order to use them for as long as you like.
How up-to-date is the course?
The course content is continuously updated. So, you get access to the latest and most relevant information.
I am a beginner! Is it too difficult for me?
No, quite the opposite! This course is designed for beginners with no prior knowledge. I will explain to you all the terms and concepts from the world of pensions and finance clearly and in simple terms. Bonus: if you do have any questions, you can ask them at any time during the live sessions.
Is it worth it if I am a financial professional?
Yes, absolutely! I have yet to meet a client who would not benefit from this course. The course brings together a wide range of topics. Prior knowledge in a specific finance area is an advantage, but with this course, you gain a 360° perspective. This helps you connect the different topics to see the bigger picture.
Who is the lecturer, Andreas Ulrich?
Andreas is one of the co-founders of retirement planning in Switzerland. With 25 years of experience, he has consulted with over 2,500 clients, and trained over 1,500 financial professionals at a variety of universities and financial institutions. He is a federally Certified Financial Planner (CFP®).
Who owns pensionierungskurs.ch?
The course is operated by LACHEN Consulting GmbH, based in Lachen SZ. The company is registered with the Swiss Commercial Register under UID CHE-239.146.584. The owner is Andreas Ulrich, Lachen SZ.