Catalog Continuing education DAS Consulting and Distribution in Financial Services

Financial Services Consulting and Distribution SBA

Context

The DAS Consulting and Distribution in Financial Services is designed for experienced managers and specialists wishing to extend their cross-functional knowledge in customer relationship management and market analysis, and who are destined for management positions as well as front office banking functions.
It comprises two CAS courses of 12 ECTS credits each, plus a 6-credit dissertation:
- CAS Marketing et Communication dans les services financiers
- CAS Finance et Investissements
The program is designed to enable managers wishing to achieve a management position in the banking sector to take the two programs in succession.
This CAS course offers an overview of both fundamental and innovative themes in the investment field, as well as peripheral issues (financing, entrepreneurial services, wealth planning, etc.),

Key objectives

The knowledge and skills acquired in this DAS should enable the participant to acquire a tactical or strategic vision of how a bank or financial institution operates, so as to be able to:
- take part in an exploratory, informative or analytical discussion;
- exchange views with specialists or take note of their inputs (presentations, reports, etc.);
- make a well-founded decision, taking different parameters into account;
- assess the relevance of potential solutions and the state of the art of existing solutions;
- make justified proposals;
- monitor trends and the direction in which the theme is moving.

Target audience

- Industry: employees of the banking sector and, more broadly, of financial or para-financial institutions (independent managers, asset managers, financial industry consultants, banking outsourcing companies)
- people working in the front-office sector (direct contact with customers) or in the operations sector (no customer contact)
- anyone wishing to enter management positions in the financial sector, requiring a thorough understanding of customer solutions

Stakeholders

The speakers selected jointly by ISFB and HEG have been working in banking and finance, or in their respective fields, for many years, and are recognized as some of the best experts in the ISFB ecosystem in French-speaking Switzerland.

Reviews

Participation in a module on scientific research. Academic research (written dossier) and oral presentation. DAS in Consulting and Distribution in Financial Services. 30 ECTS credits.

Practical information

The DAS comprises two CAS of 12 ECTS credits and a dissertation of 6 credits:

CAS Marketing et Communication dans les services financiers
CAS Financements et Investissements

Admission requirements

Holders of a Bachelor's degree or a qualification deemed equivalent by the Program Management. Holders of the ISFB Private Banking Certificate or the ISFB Retail & Corporate Banking Certificate may be admitted on an equivalent basis, subject to acceptance by the Program Management.

You can also complete the information request form on this page. We will then contact you to answer any questions you may have about this course.