ISFB Certificate Management Assistant
Category
Private Banking & Asset Management
Level
Fundamentals
Format
Presential
Duration
14 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Julien Froidevaux
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
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.
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.
- 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
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
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
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
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
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
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)
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
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
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
Portfolio transfer management
Daily and recurring management activities
Duration: 8h00
Format: In-person
AG2B
Role and responsibilities in management assistance
Contents: Entering into a relationship
Forms management
Banking regulations
Forms management
Banking regulations
Duration: 8h00
AG3B
Negotiation and conflict management
Content: Negotiating and preventing conflicts with customers
Negotiating and preventing conflicts with colleagues
Negotiating and preventing conflicts with colleagues
Duration: 8h00
AG4B
Time management and work organization
Contents: Organizational principles
Managing your own priorities
Managing the Relationship Manager's priorities
Managing your own priorities
Managing the Relationship Manager's priorities
Duration: 8h00
AB5B
Customer care
Content: Establish and develop a relationship of trust with customers
Maintain a high quality of welcome
Maintain a high quality of welcome
Duration: 8h00
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 sector's growing demands, ISFB is launching a dedicated certificate, combining technical expertise and behavioral skills. Julien Froidevaux, Program Director, explains the challenges, structure and ambitions of this new program.
Read the interview
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 players in the financial sector, offers future management assistants content perfectly aligned with market expectations."
Read the interview
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 over ten years, Jan Grossen has been sharing his expertise within the ISFB training courses. As a lecturer in the Asset Management Assistant certificate program, he talks about his career path, his commitment to teaching, the challenges of the profession and the concrete benefits of this training program, designed to support the development of asset management assistants.
Read the interview
Read the interview
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Fundamentals
Format
Presential
Duration
14 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Julien Froidevaux
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
Registration
