Catalog Continuing education ISFB Future of Finance Certificate

ISFB Future of Finance Certificate

Context

Artificial intelligence, big data, neo-banking, blockchain, cloud: the development of new technologies and related industries has been growing exponentially in recent years. As is often the case with technological revolutions, the effects and consequences on both industry and day-to-day work remain difficult to pin down precisely. Nevertheless, trends are clearly emerging today, confirming the global and horizontal nature of the change to come. Whether in terms of customer relations, product and service selection and distribution, portfolio optimization or the strategic redefinition of the bank, digitalization will affect all business lines, creating new opportunities but also challenges and new categories of risk.
This training course will enable you to acquire knowledge and understanding of technologies and their applications, as well as analytical tools and food for thought that will enable you to position your professional activity.

Key objectives

1. Identify and analyze the present and future impacts of new technologies on the banker's daily work and positioning
2. Position your business to use new technologies as a lever for personal and collective growth
3. Identify and manage technological, strategic, ethical and regulatory risks.

Target audience

- Anyone working in the banking and finance sector whose business is affected by digital transformation.

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

Oral examination

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 6,600
Member : CHF 4'950.-
HG / OCAS / OCE : CHF 3'300.-
FFPC : CHF 0.-

Admission requirements

FF1

Fintech ecosystem

Contents: The main trends in fintech
The main technologies
Analysis of 5 years of fintech history
Confirmed trends and false starts
Issues and current situation
Sources of information and technology watch

Duration: 4h00

Format: In-person

Possible contributors: FININI Lino

SAQ code(s) assigned: CWMA-ISFB-23-1149

FF2

Digital strategy and toolbox

Content: By generating a mini-project in a group, participants learn to use the following tools:

Design thinking (empathy map, big idea vignette, priority map)
Business model canvas (business model, disvtinctive selling proposition)
Minimum Viable Product
Pichdeck - project presentation

Duration: 4h00

Format: In-person

Possible speakers: RAMIREZ MORENO Ignacio

FF3

Digital communication

Contents: The challenges of modern customer relations
Target audience and persona
Digital communication tools
Selecting the right tool for your situation and objectives
Case studies

Duration: 4h00

Format: In-person

SAQ code(s) assigned: CWMA-ISFB-23-2150

FF4

Machine learning & artificial intelligence

Contents: Definition and scope of artificial intelligence (AI)
Examples of classical AI
Introduction to deep learning
Examples of uses and applications
Outlook for AI

Duration: 4h00

Format: In-person

Possible contributors: LAZAREVIC Sasha

SAQ code(s) assigned: CWMA-ISFB-23-1151

FF5

Blockchain

Contents: Components of blockchain
Operation and features
Practical uses
Extensions of blockchain
Application examples: ICO's/cryptocurrencies
Data protection in blockchain
Development avenues and potential

Duration: 4h00

Format: In-person

SAQ code(s) assigned: CWMA-ISFB-23-1152

FF6

Cryptoactives

Contents: Blockchain or distributed network
Crypto-assets or digital assets: regulatory framework
Crypto-assets or digital assets: taxonomy and opportunity
Market pulse: what are institutional players doing?
Possible positioning for a bank: opportunities

Duration: 4h00

Format: In-person

SAQ code(s) assigned: CWMA-ISFB-23-1153

FF7

Cybersecurity

Content: Digitalization and the implications for IT risk management: Cloud, AI, Open Banking.
The fundamental principles of information security: integrity, confidentiality and availability.
FINMA regulations on technological risk management, cybersecurity, continuity management and customer data protection.
The principles of personal data protection.
Cyber-security considerations for Cloud Banking in Switzerland.

Duration: 4h00

Format: In-person

Possible speakers: FONTIGNIE Jacques

SAQ code(s) assigned: CWMA-ISFB-23-3154

FF8

Crowdinvesting

Contents: Alternative methods of financing
Origins and development of crowdfunding
Context worldwide and in Switzerland
Focus on Crowdlending

Duration: 4h00

Format: In-person

Possible speakers: CROISIER David

SAQ code(s) assigned: CWMA-ISFB-23-1155

FF9

Data & analytics

Contents: Data as a vector for strategic change ("game changer")
Data and the transformation of banking businesses
The stages of data-driven business transformation
Opportunities and challenges linked to artificial intelligence and big data, and examples of applications
Principles of governance and data quality management
Regulatory obligations and ethical issues raised by data management

Duration: 4h00

Format: In-person

SAQ code(s) assigned: CWMA-ISFB-20-3063

FF10

Data management

Contents: Scope definition
Data acquisition and collection
Filtering, cleaning and calibration
KQI - Key quality indicators

Duration: 4h00

Format: In-person

Possible contributors: SINGH Stephan

SAQ code(s) assigned: CWMA-ISFB-23-1157

FF11

Innovation management

Content: Forms of innovation
Motivations for innovation
Tools for generating innovation
Tools for managing innovation
Collective innovation process
Characteristics of innovative companies

Duration: 8h00

Format: In-person

Possible speakers: MOECKLI Alexis

EXAFF

Project presentation

Duration: 2h00

Format: In-person

ISFB Future of Finance Certificate: Lino Finini presents the challenges and objectives of the program

Lino Finini - Program Director (ISFB) and Advisor

"We believe it's vital to have employees with excellent skills, and these need to be kept up to date because the banking business is changing so rapidly."
Read the interview

Interview with Marion Fogli - Adapting, learning and evolving: the key to transforming finance

Marion Fogli - Deputy CEO (Banque Alpian)

"At Alpian, we are convinced that education and accessibility are the keys to fairer finance. This type of training enables professionals not only to keep pace with market developments, but also to actively contribute to a finance that is closer to customers' real needs."
Read the interview