Always enough money

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.

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How does the money back guarantee work?

After purchase, you will receive a payment confirmation and a welcome email containing your personal course access details. From that moment on, you will have full access to all content and can go through the course at your own pace.

If the course does not meet your expectations, you can easily cancel it within 14 days.

You can request a refund via a link in the payment confirmation; the process takes just a few minutes. The purchase amount will be refunded to you – no questions asked, no reason required.

We offer this money-back guarantee because we are confident in the quality and value of the course. To date, fewer than 1% of participants have requested a refund. This reflects the relevance and practical value that participants derive from the course.

Who is this course for?

Anyone who lives and works in Switzerland, and is between the ages of 30-55. 

If you are about to retire in 5-10 years, then we recommend the Retirement Ready Online Course. 

In addition,  finance professionals who wish to provide legally sound advice on retirement provision may benefit from this course. This includes financial advisors, pension fund advisors, trustees, solicitors and investment advisors.

What can I gain from this course?

This financial and retirement planning course helps you manage your finances in a structured and secure way. From experience, a typical Swiss household can optimise their finances by tens of thousands or even hundreds of thousands of Swiss francs from the knowledge gained. 

You will learn how the AHV, IV, and company pension funds work, and you will receive step-by-step guidance and 14 professional tools for your own  financial and pension planning.

You will receive clear guidance on decision-making as well as valuable tips on how to save on taxes, invest your money and plan your budget to suit your needs. You can find out whether and how to retire early, how to finance your own home, and how to optimise your estate through legal arrangements. 

Plan your future with peace of mind and confidence.

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®).

How can I get 10, 50, or 100 course licenses?

Get in touch! Depending on your needs, we can find the right solution at the right price for you, your team, and your project.

Contact here. 

How up-to-date is the course?

The course content is continuously updated. So, you get access to the latest and most relevant information.

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.

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 financial 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 digital tools freely to find the right solution for you. 

Do I still need a personal advisor?

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 much time should I set aside for the course?

If you want to complete the course all in one go, set aside about 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 2-4 hours per week.

How long can I access the platform?

You have access for 365 days. If you need more time, send me a message using the contact form.

Can I still access course content after it ends?

You can download the excel tools and calculator PDF outputs for future consultations. 

Will I receive a certificate upon completion?

Yes. You will receive a certificate of attendance listing the topics covered. Financial professionals can also earn 10 SAQ points.  

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. 

I'm not sure if this course is right for me.

If you’re not happy with the course, you can get a full refund within 14 days, no questions asked.

What are the technical requirements?

A computer with internet access. Available 24/7. The course works on all major browsers.

Who owns vorsorgekurs.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.