Catalog Continuing education ISFB Management Assistant Certificate

ISFB Certificate Management Assistant

Context

The role of Management Assistant lies at the heart of the wealth management business. The assistant asset manager assists the asset manager in his or her day-to-day management of the client relationship. This is a key function in managing customer contacts to maintain a high level of quality, but also in the day-to-day management of monitoring the execution of orders and requests from the customer or manager, which takes place within a precise regulatory framework.

Key objectives

1. Master the main products and services for wealth management clients
2. Understand and master the key aspects of the management assistant environment and profession in order to be able to support the Relationship Manager function.

Target audience

- Management assistants wishing to certify their skills with a diploma recognized by the association of banks in French-speaking Switzerland;
- People working in banking who wish to become management assistants;
- People not working in banking who wish to become management assistants.

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Reviews

The validation of the certificate is done through a written exam of the QCS type (simple choice questionnaire, one and only one correct answer) of 120 minutes. The emphasis is on understanding, application and the ability to analyze and solve concrete cases using the tools and methods seen in training. Candidates are allowed to consult course materials, appendices and personal notes (open-ended exam concept)

Practical information

ISFB Certificates of Specialization are recognized by all member institutions. They are an important professional asset on the job market in French-speaking Switzerland.

Price

Public : CHF 7'935.-
Member : CHF 5'950.-
HG / OCAS / OCE : CHF 3'967.50.-

AG1A

Economics - banking and financial systems

Contents: Money: role of money in an economy; demand and supply of money; price determination; influence of money on the economic system
Banks: role in the economy; functions and risks; types of banks; business model issues
Macroeconomic variables: growth; inflation; historical and current situation of the main economies; impact of the economic cycle on financial markets and assets
Central banks: role and mandate of a central bank; tools of a central bank; analysis of the current context; monetary policies (restrictive and expansive) in the international environment
Financial crises: historical aspects; analysis of the current context; potential risk factors

Duration: 8h00

Format: In-person

Possible contributors: SCHORDERET Yann

SAQ code(s) assigned: CWMA-ISFB-24-1166

AG2A

Obligations - Introduction

Contents: Definition
Estimating yield
Calculating accrued interest
Risk factors and measures
Bond typology and special bonds
Bonds and sustainable finance
Bond strategies

Duration: 8h00

Format: In-person

Possible contributors: SCHORDERET Yann

SAQ code(s) assigned: CWMA-ISFB-24-1168

AG3A

Currencies - Introduction

Contents: Currency market characteristics
Cross rates
Spot transactions
Forward transactions
Purchasing power parity
Brief principles of technical analysis (concept, support/resistance, trends and reversals)
Economic variables influencing exchange rates

Duration: 8h00

Format: In-person

Possible speakers: WEILL Thibault

SAQ code(s) assigned: CWMA-ISFB-24-1167

AG4A

Stock market and shares - Introduction

Contents: The main world markets and their indices.
Primary market (IPO) and secondary market
Stock market orders and price formation
How a stock market works and dark pools
Stocks: technical characteristics
Classification of stocks by size
Classification of stocks by investment type (defensive, value, growth)
Stock transactions and their impact on stock prices (capital increases, mergers, splits, etc.).).
Technical vs. fundamental analysis
Key figures in share valuation: PE and beta
The link between share behavior and position in the economic cycle

Duration: 8h00

Format: In-person

Possible contributors: FROIDEVAUX Julien

SAQ code(s) assigned: CWMA-ISFB-24-1169

AG5A

Investment Funds - Introduction

Contents: Legal basis
How it works
Categories
Types of management
Swiss taxation
Advantages and disadvantages
Analysis
Exercises

Duration: 8h00

Format: In-person

Possible contributors: GROSSEN Jan

SAQ code(s) assigned: CWMA-ISFB-24-1170

AG6A

Investment strategy - Introduction

Contents: Fundamental financial laws (definition of risk, link between risk and return, correlation and diversification, market efficiency
Investment process, sources of performance, alpha
and beta
Asset allocation vs. core satellite
Passive management active management and absolute return management
Discretionary mandates and advisory mandates
Risk and performance measures

Duration: 8h00

Format: In-person

Possible speakers: VIALIS Nicolas

SAQ code(s) assigned: CWMA-ISFB-24-1171

AG7A

Compliance - Introduction

Contents: Banking secrecy in Switzerland (Swiss Constitution, Swiss Civil Code, Article 47 of the Federal Banking Act, Direct Tax Harmonization Act, principles of international legal cooperation, OECD Model Convention, current developments)
The fight against money laundering in Switzerland (Federal Banking Act, Swiss Penal Code, Money Laundering Act and its FINMA Ordinance)

Duration: 8h00

Format: In-person

Possible participants: AVDIJA Taulant

SAQ code(s) assigned: CWMA-ISFB-24-2172

AG8A

Credits (Introduction)

Contents: Banks' financial intermediation function and credit securitization
Types of credit, including consumer credit, leasing, Lombard credit, commitment credit
Nature of hedges and their usefulness
Financing companies according to their stage of development
Financing objectives, granting criteria and monitoring

Duration: 8h00

Format: In-person

Possible contributors: PIGUET Jerome

SAQ code(s) assigned: CWMA-ISFB-24-1173

AG9A

Sustainable finance - Introduction

Contents: Sources of sustainable finance (players, initiatives, etc.)
ESG criteria
Impact measurements
Sustainable investment strategies
Sustainable investment vehicles

Duration: 4h00

Format: In-person

Possible speakers: DAHMANI Malek

SAQ code(s) assigned: CWMA-ISFB-24-1174

AG10A

Digital & financial innovation

Duration: 4h00

Format: In-person

Possible speakers: RAMIREZ MORENO Ignacio

EXAAGA

Examination Management Assistant Certificate Part A

Duration: 2h00

AG1B

Transaction management

Contents: Cash management
Portfolio transfer management
Daily and recurring management activities

Duration: 8h00

Format: In-person

Intervenants possibles : BONTORNO Sebastiano

AG2B

Role and responsibilities in management assistance

Contents: Entering into a relationship
Forms management
Banking regulations

Duration: 8h00

Intervenants possibles : LUCAS Mickaël

AG3B

Negotiation and conflict management

Content: Negotiating and preventing conflicts with customers
Negotiating and preventing conflicts with colleagues

Duration: 8h00

Possible speakers: DE COURTEN Frédérique

AG4B

Time management and work organization

Contents: Organizational principles
Managing your own priorities
Managing the Relationship Manager's priorities

Duration: 8h00

Intervenants possibles : CRETTAZ Julien

AB5B

Customer care

Content: Establish and develop a relationship of trust with customers
Maintain a high quality of welcome

Duration: 8h00

Possible speakers: BOUYIDOU Yannick

EXAAGB

Certificate of Management Assistant Exam Part B

Duration: 2h00

ISFB Management Assistant Certificate: professionalizing a key function. Interview with Julien Froidevaux

Julien Froidevaux - Head of Independent Asset Managers (Piguet Galland & Cie SA)

At the heart of wealth management, the role of management assistant is evolving and becoming more professional. To meet the growing demands of the sector, the ISFB is launching a dedicated certificate combining technical expertise and behavioral skills. Julien Froidevaux, Program Director, presents the challenges, structure, and ambitions of the program.

Read the interview

Launch of the new ISFB Management Assistant Certificate

Dr Mathias Baitan - Managing Director, Institut Supérieur de Formation Bancaire

"This training program, developed in close collaboration with financial market players, offers future management assistants content that is perfectly aligned with market expectations."

Read the interview

Passing on, inspiring, supporting: the commitment of Jan Grossen, lecturer in the ISFB Management Assistant certificate program.

Jan Grossen - Wealth Manager (Julius Baer)

For more than ten years, Jan Grossen has been sharing his expertise in ISFB training courses. A lecturer in the Management Assistant certificate program, he looks back on his career, his commitment to teaching, the challenges of the profession, and the concrete benefits of this training program designed to support the development of wealth management assistants.

Read the interview

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At director level: How can we better understand risk-related issues? How can they take a stand? How can we make informed judgments about the relevance of the executive's approach to risk? How can we use these approaches to integrate them into the right strategic impulses? This is where a dedicated training course for bank directors comes in.

Read the interview