ISFB Data fundamentals certificate
Category
Cross-functional support
Level
Maitrise
Format
Presential
Duration
7 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Stephan Singh
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
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.
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
- 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.
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.
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.
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.
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.
Explore data warehouse logics to structure information.
Format: In-person
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.
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.
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.
Assess their added value in data management and exploitation.
Format: In-person
DM9
Toolbox I: Finance table
Content: Discover Tableau (or PowerBI) as a tool for visualizing financial data.
Build interactive reports for decision-making.
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.
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.
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.
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.
Validate skills in a global integration exercise.
Format: In-person
Possible contributors: SINGH Stephan, BAITAN Mathias
Information
A question about this service? Our manager is at your disposal
Category
Cross-functional support
Level
Maitrise
Format
Presential
Duration
7 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Stephan Singh
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
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