Delete search term

Header

Quick navigation

Main navigation

Roland Hofmann

  Roland Hofmann

Roland Hofmann
ZHAW School of Management and Law
Fachstelle für Personal Finance & Wealth Management
Technoparkstrasse 2
8400 Winterthur

+41 (0) 58 934 78 21
roland.hofmann@zhaw.ch

Personal profile

Management role

  • Programme Director, MAS in Financial Consulting
  • Deputy Head, Center for Personal Finance & Wealth Management

Position at the ZHAW

Senior Lecturer for Banking and Finance

www.zhaw.ch/abf

Professional development teaching

Expertise and research interests

- Financial Planning, Financial Consulting, Wealth Management
- Banking and Finance
- Public Economics

Educational background

1985 - 1989: apprenticeship, Sulzer AG
1993 - 1996: studies in Business Administration, School of Economics and Business Administration
1999: training course for occupational instructors
1998 - 2000: studies in Financial Consulting, ZHAW School of Management and Law
2000: CFP Certified Financial Planner, designation
2008 - 2010: studies Master of Science in Banking & Finance, ZHAW School of Management and Law
since 2010: various courses and workshops in radio journalism
2012: CAIA Chartered Alternative Investment Analyst, designation
since 2012: doctoral studies, University of Lucerne, Prof. Dr. Christoph A. Schaltegger




Professional milestones

1989 - 1993: Sulzer Health Insurance, Financial Dept.
1996 - 2000: Swiss Red Cross Canton of Zurich, CFO
2000 - 2005: Cantonal Bank of Zurich, Financial Planning
since 2005: ZHAW School of Management and Law, Senior Lecturer
since 2015: Baden-Wuerttemberg Cooperative State University (DHBW), Guest Lecturer Banking
2018: Project Award 2018 of the ZHAW School of Management on Law "for outstanding performance in the project Vorsorge Update 2018" (joint with Daniel Greber, Markus Moor, Mirjam Denzler, Tra Mi Cong)
2019/2020: Member of the Lecturers' Commission / ZHAW University Assembly (elected for legislative term 2019/2020)

Membership of networks

Projects

Publications

Articles in scientific journal, peer-reviewed Books and monographs, peer-reviewed Book parts, peer-reviewed Other publications Oral conference contributions and abstracts

Other contributions

Interviews, Panels:

- Weber, Ueli (2019). Das Sparpotenzial von Fusionen wird überschätzt. Südostschweiz vom 24.08.2019, p.5
- Kälin, Maja (2014). Skeptische Auftraggeber. Beratung: KMU gelten als beratungsresistent. Handelszeitung vom 24.04.2014, p. 38.
- Kundenorientierung und Beratungsqualität im Finanzbereich: Medienroundtable Tages-Anzeiger. Fonds '13. Schweizer Finanzmesse - Kongresshaus Zürich, 07.02.2013.
- Top Usflug. Besuch im Münzkabinett Winterthur. Tele Top Sendung vom 04.02.2013.
- Solenthaler, Erich (2007). Pensionäre tasten ihr Vermögen nicht an. Tages Anzeiger vom 05.03.2007, p. 27