Catalog Continuing education ISFB Investment Advisor Certificate

ISFB Investment Advisor Certificate

Context

Regardless of the structure and environment of the banking and financial industry, financial advice and optimal management of the client's assets will always be the foundation of the business. Whether the relationship is advisory, execution or discretionary management, whether the client is private or institutional, a solid mastery of the investment process, portfolio management and investment risks constitutes a decisive competitive advantage for banks as well as for asset managers and client advisors. This training will allow the participant to acquire the essential foundations of modern finance as well as the understanding of the key mechanisms that constitute the essential cornerstone of any investment decision.

Key objectives

1. Select and monitor securities and investment funds
2. Implement and define a customer-specific investment strategy
3. Design products and generate investment ideas

Target audience

- Industry professionals (banks, GFIs) working in the investment field (asset management, private client advisory, portfolio management) who do not have CFA/CIWM-type training
- Industry professionals working with private or institutional clients and wishing to enhance their investment skills

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 6,600
Member : CHF 4'950.-
HG / OCAS / OCE : CHF 3'300.-
Training cheque: CHF 5'850.00

IA1

Equities - Fundamental analysis and selection principles

Contents: Equity typology and market behavior
Developed, emerging and frontier markets
Equity valuation methods
IPOs, SPOs and SPACS
Equity management strategies

Duration: 8h00

IA2

Bonds - Fundamental analysis and selection principles

Contents: Special bond instruments (high yield, leveraged loans, asset backed...)
Yield curve and link with economic cycles
Interest rate risk and measures
Credit risk and measures
Bond management strategies

Duration: 8h00

IA3

Derivatives - Option strategies and construction of structured products

Contents: Nomenclature of structured products
Construction of a structured product (leverage, barrier)
Selection of a product based on the market situation
Specific product risks
Pricing

Duration: 8h00

IA4

Alternatives - Fundamental analysis and selection principles

Contents: Characteristics of alternative investment
Classification of alternative asset classes
Yale model
Specific risks and sources of performance
How to select a fund

Duration: 8h00

IA5

Portfolio management - Investment strategies and portfolio construction principles

Contents: Choosing your market vs. choosing your securities
Identifying and managing risk
Performance and risk measurement
Performance analysis and benchmarking

Duration: 8h00

IA6

Portfolio management - Technical analysis and behavioral finance

Contents: Active, passive and absolute return strategies
Strategic and tactical asset allocation
Other strategies (core satellite, lazy portfolio, Yale minimum variance, etc.)
Economic cycles and investment choices

Duration: 8h00

IA7

Assets 2.0 - Introduction to next-generation assets

Contents: Technical analysis
Special situations: bubbles, corrections, consolidations, etc.
Special strategies: convergence, short selling, leverage
Use of derivatives to protect a position or optimize performance

Duration: 8h00

IA8

Securitization - Investment and regulatory issues

Contents: Definition of a risk profile
Risk profile and customer typology models
Common behavioral biases
Consequences of biases on investment decisions

Duration: 8h00

EXAISFB8

Investment Advisor Certificate exam

Duration: 2h00

Interview with Sébastien Leutwyler: the ISFB Investment Advisor Certificate, a practical and innovative training program to support the evolution of investment advice

Sébastien Leutwyler - Managing Partner & CIO (Capitalum Advisors)

How do you meet the challenges of a constantly evolving investment universe? The ISFB Investment Advisor Certificate offers a pragmatic and innovative approach to equip professionals with the tools and methodologies essential to their profession. Program Director Sébastien Leutwyler explains the benefits of this training program, designed to support investment advisors in the face of new market trends.
Read the interview

Interview with Julien Serbit on the ISFB Investment Advisor certificate: a practical program for financial advisors.

Julien Serbit - Senior Investment Advisor (Prime Partners SA)

With over twenty years' experience in portfolio management, Julien Serbit has joined the ISFB team of lecturers for the ISFB Investment Advisor Certificate. His objective: to pass on concrete knowledge from the field, demystify the nuts and bolts of investment and support private banking professionals in a rapidly changing environment. In this interview, he shares his background, his vision of the current challenges facing the profession and the strengths of this new certification program.
Read the interview