GOING PUBLIC! Akademie für Finanzberatung

What GOING PUBLIC! Akademie für Finanzberatung does

GOING PUBLIC! Akademie für Finanzberatung AG is a Berlin-based private German educational institution that delivers FH-certified (Fachhochschule) professional certificate programs for the financial services industry. Operating since 1990 and organized as a German Aktiengesellschaft (AG), the company offers two core Zertifikatsstudiengänge: the Ruhestandsplaner:in (FH), a retirement-planning specialist credential targeting financial advisors serving the 50+ demographic, and the Finanzcoach:in (FH), a financial coaching credential covering budgeting, debt management, investments, and financial planning. The business markets primarily under the "Finanzhochschule" sub-brand (finanzhochschule.de) and serves financial advisors, insurance professionals, real estate agents, and corporate teams seeking recognized academic qualifications in financial consulting.

The underlying technology is an in-house e-learning platform based on Web-Based Training (WBT) modules, operational since 2000, which is combined with scheduled in-person lectures for blended delivery. Program credentials are issued in partnership with a German University of Applied Sciences, granting "(FH)" academic legitimacy. The asset-light platform has supported 43,000+ cumulative participants and over 1.1 million WBT accesses in the past year.

The company monetizes through professional education services: per-program enrollment by individual professionals (with self-serve booking and inquiry on the company website) and corporate/B2B team training contracts for finance and real estate employers. Pricing is not publicly disclosed and requires direct inquiry or booking. The customer base is distributed across individual practitioners and corporate teams in the DACH region, with no enterprise anchor accounts or named-logo concentration disclosed. The operation runs on a lean 1-10 person headcount, reflecting a high-leverage, niche credentialing model rather than a scaled platform business.

Name

GOING PUBLIC! Akademie für Finanzberatung

Legal name

GOING PUBLIC! Akademie für Finanzberatung AG

Website

https://finanzbachelor.de

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

GOING PUBLIC! Akademie für Finanzberatung AG is a Berlin-based private German education provider offering two FH-certified certificate programs (Ruhestandsplaner:in and Finanzcoach:in) for financial advisors, insurance professionals, and corporate teams in the DACH region, delivered via a blended online WBT and in-person platform established since 1990.

Ownership category

akta.pro rank

Product category

Professional Financial Education and Certification

NAICS

Colleges, Universities, and Professional Schools (611310), Colleges, Universities, and Professional Schools (6113)

SIC

Services-Educational Services (8200), Finance Services (6199)

akta.pro primary industry

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)

akta.pro secondary industries

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI), Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial advisor certification
• Retirement planning training
• Professional financial education
• Certificate study programs
• Financial coaching courses

Headquarters

HQ city

Berlin

HQ country

Germany

HQ region

Europe

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Education Services: Certificate programs in retirement planning and financial coaching delivered in online and in-person formats to individual professionals and corporate teams

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

GOING PUBLIC! Akademie für Finanzberatung is a German educational institution that designs and delivers Fachhochschule-certified (FH) professional certificate study programs (Zertifikatsstudiengänge) for the financial services industry. The company offers two core programs — Ruhestandsplaner:in (FH) for retirement planning specialists and Finanzcoach:in (FH) for financial coaches — delivered through blended online Web-Based Training (WBT) modules and in-person lectures to individual financial advisors, insurance professionals, real estate agents, and corporate teams.

Product overview

GOING PUBLIC! Akademie für Finanzberatung is an educational company offering two FH-certified certificate programs (Zertifikatsstudiengänge) focused on financial services: the Ruhestandsplaner:in (FH) for retirement planning specialists and the Finanzcoach:in (FH) for financial coaches. The company, operational since 1990 and in e-learning since 2000, provides both online (Web-Based Trainings/WBTs) and in-person continuing education for financial advisors, insurance agents, real estate professionals, and wealth managers. Over 43,000 participants have completed their programs, with over 1.1 million WBTs accessed in the past year.

Differentiator

Problem solved

Functional benefit

Brands

• Finanzhochschule: The primary brand identity for the certificate study programs, offering FH-certified courses in retirement planning and financial coaching.

Products and services

• Ruhestandsplaner:in (FH) — Retirement Planning Specialist Certificate Program A Fachhochschule-certified certificate study program (Zertifikatsstudiengang) delivered in partnership with a German university of applied sciences. The curriculum trains financial advisors, insurance professionals, and real estate agents to serve the 50+ demographic with retirement planning, covering pension optimization, wealth management for retirees, and alternative investment strategies. Delivered through blended online WBT modules and in-person lectures.
• Finanzcoach:in (FH) — Financial Coach Certificate Program A Fachhochschule-certified certificate study program (Zertifikatsstudiengang) delivered in partnership with a German university of applied sciences. The curriculum covers budgeting, debt management, investments, financial planning, and coaching methodologies, enabling graduates to build their own advisory practice or work in banks, insurance companies, or financial advisory firms. Delivered through blended online WBT modules and in-person lectures.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• German Fachhochschule (University of Applied Sciences)coreStrategic or Co-development PartnerAcademic partnership for granting FH-certified certificates in retirement planning (Ruhestandsplaner:in FH) and financial coaching (Finanzcoach:in FH). Programs are branded with FH designation, providing academic legitimacy to graduates.

Scale indicators4 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• AKAD University: Major German Fernhochschule delivering distance-learning degree and certificate programs to working professionals, including finance tracks; competes for the same professional-development budget and offers a much broader catalog.
• Frankfurt School of Finance & Management: Large, established German finance university and executive education provider; overlaps with the Akademie's continuing-education and certificate-program model for financial professionals, but at significantly greater scale and broader portfolio.
• EBS Universität für Wirtschaft und Recht: German private business university offering executive and continuing-education programs including finance and real estate; comparable academic-credential model but at broader scope and scale.
• FOM Hochschule: Large German University of Applied Sciences with extensive berufsbegleitende and certificate programs including finance and insurance tracks; broader portfolio than GOING PUBLIC! but overlapping professional-education buyer base.
• SRH Fernhochschule – The Mobile University: German distance-learning university with online certificate and degree programs targeted at working professionals; overlapping continuing-education market with a much larger and broader program catalog.

Direct peers

• Deutsche Versicherungsakademie (DVA): German continuing-education provider specifically serving insurance and financial-services professionals; directly comparable to GOING PUBLIC! as a credentialed CPE/CPD institution for the same advisor buyer persona.
• Deutsches Institut für Altersvorsorge (DIA): German institution focused specifically on retirement planning and private pension education for advisors; the closest direct peer to the Ruhestandsplaner:in (FH) program and its 50+ demographic focus.
• ADG Business School (Allensbach): German management and finance school offering certificate programs for executives and financial-services professionals, including banking and insurance tracks; comparable niche specialization and continuing-education orientation.
• IREBS Immobilienakademie: German specialist academy offering certified programs for real estate and finance professionals; comparable niche-academy structure, academic partnerships, and continuing-education positioning.

Others

• CFA Society Germany: German member society of CFA Institute delivering continuing education and the CFA credential to investment professionals; adjacent rather than directly competing, but targets the same advisor audience for professional qualification.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Akademie_FDL

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GOING PUBLIC! Akademie für Finanzberatung