Catalog Continuing education ISFB Data Management Certificate

ISFB Data Management Certificate

Context

In a banking and financial environment undergoing profound transformation, mastering data is an essential strategic lever: it conditions regulatory compliance, operational efficiency and the personalization of the customer offer.

The ISFB Data Management certificate has been designed to provide a clear and operational understanding of the main principles of data management. It is aimed at all professionals whose functions - whether compliance officers, risk managers, analysts or support staff - require them to deal with data-related issues.

This training enables them to acquire the essential skills to navigate in an increasingly data-driven world, adapt to the sector's new expectations, and enhance their value on the job market.

Key objectives

At the end of the course, participants will be able to:

- Critique current trends in data management and anticipate their future implications
- Integrate the knowledge gained to develop a regulatory-compliant data management strategy
- Assess data management risks and propose mitigation measures
- Use data analytics tools to support financial decision-making
- Explain the principles of data quality and governance
- Define key data management concepts and their relevance to the financial sector

Target audience

- Non-computer specialists in banking and finance, wishing to move into data management professions (reporting, MIS, etc.).

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.

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 5,670
Member: CHF 4,250
HG / OCAS / OCE : CHF 2'835.-

DM1

Strategic overview of data in banking

Content: Understand the fundamentals of data management in the banking sector.
Situate data in the value chain to understand the strategic stakes.

Format: In-person

Possible contributors: SINGH Stephan

DM2

Governance and data management

Content: Identify key roles and responsibilities in data governance.
Establish a solid organizational framework through policies and management charters.

Format: In-person

Possible speakers: MORENO Juan Daniel

DM3

Data management regulations

Content: Understand the legal and regulatory requirements relating to data (LPD, RGPD, reporting).
Assess the impact of standards and obligations on banking practices.

Format: In-person

Possible contributors: LEHBILI Monira

DM4

Security, risk and cyber-resilience applied to data

Content: Analyze the main data-related threats (fraud, leakage, cyber attacks).
Apply international security standards based on real incidents in the banking sector.

Format: In-person

Possible speakers: SANCHEZ José

DM5

Data Engineering

Content: Acquire the basics of data recovery, transformation and modeling.
Explore data warehouse logics to structure information.

Format: In-person

Possible speakers: BAUMANN Grégory

DM6

Data quality and integrity

Content: Measure and improve the quality and traceability of banking data.
Use reliable indicators to guarantee the integrity of information.

Format: In-person

Possible contributors: SINGH Stephan

DM7

Needs analysis and dashboard design

Content: Know how to gather and formalize business requirements.
Design a relevant dashboard right from the design phase.

Format: In-person

Possible speakers: FAVRE Jean-Philippe

DM8

Machine Learning and AI

Contents: Distinguish between the key concepts of artificial intelligence and machine learning.
Assess their added value in data management and exploitation.

Format: In-person

Possible contributors: LAZAREVIC Sasha

DM9

Toolbox I: Finance table

Content: Discover Tableau (or PowerBI) as a tool for visualizing financial data.
Build interactive reports for decision-making.

Format: In-person

Possible speakers: DIVERNOIS Julien

DM10

Toolbox II: Excel for finance

Contents: Use Excel as a professional alternative for data analysis.
Develop advanced uses adapted to finance.

Format: In-person

Possible contributors: GRITTANI Nicola

DM11

Toolbox III: Python

Content: An introduction to Python, the essential language for data in finance.
Put into practice the basics of programming applied to data.

Format: In-person

Possible contributors: BEN HASSEN Sami

DM12

Implementation

Content: Integrate all acquired skills into a concrete reporting project.
Translate a conceptual dashboard into an operational solution.

Format: In-person

Possible contributors: SINGH Stephan

DM13

Review

Content: Apply the knowledge acquired through a practical case study in a team.
Validate skills in a global integration exercise.

Format: In-person

Possible contributors: SINGH Stephan

Stephan Singh presents the ISFB Data Management Certificate: making data accessible to all banking professionals

Stephan Singh - Chief Data Officer (Pictet)

"The value of this certificate lies in its balance between theory and practice, always with a focus on the banking sector."

Read the interview

Data: from regulatory constraint to driver of innovation (Sphere Magazine, January 27, 2026)

Monira Lehbili heads up data protection for HSBC Switzerland

Faced with increasingly stringent regulatory frameworks—LPD, FINMA, NIS 2—data management is now a strategic imperative. On the occasion of the launch of a new certificate by the ISFB, Monira Lehbili, an expert in data protection, explains why governance is no longer just a matter of compliance, but constitutes a real competitive advantage and a lever for innovation for Switzerland.

Readthe full article in SPHERE Magazine.

Interview with Julien Divernois: understanding, structuring and adding value to data with the ISFB Data Management Certificate

Julien Divernois - Data Governance Manager (Swissquote)

"I am convinced that data-related skills will become as essential as computer skills were in their day."

Read the interview

Banking professions put to the test of digital skills

Mathias Baitan - General Manager ISFB

"The future of banking expertise will depend on the hybridization of financial expertise, digital know-how, and the development of interpersonal skills—a triptych in which the financial sector already excels in two areas, and where digital technology must now permeate all professions, particularly those related to data."

Read the interview

AI, data management, and cybersecurity: the skills that will make a difference

Mathias Baitan, General Manager ISFB

Artificial intelligence is no longer a distant promise: it is already shaping the way we work, learn, and make decisions. It speeds up our reasoning, structures complex ideas, improves quality processes, and changes expectations for knowledge-intensive professions—and, gradually, many other sectors where technology is redefining professional practices. Solutions are evolving at...

Read the rest of the article