Catalog Certifications Recertification seminar All profiles Financial techniques

Recertification seminar
All profiles
Financial techniques

Context

This short, targeted training course enables professionals in the banking sector to keep up to date with the latest knowledge in various disciplines.
Designed to meet the needs of both bank employees and independent asset managers, it provides an effective update on the latest developments in financial techniques, ensuring compliance and mastery of best market practices.

Key objectives

This training leads to 24 SAQ re-certification points for the following accreditations:
- Certified Wealth Management Advisor (CWMA)
- Certified Individual Client Advisor (CI)
- Certified Private Client Advisor (CP)
- Certified Corporate Banker (CCoB)
- Certified Client Advisor (SME)
- Certified Client Advisor (AFF)

Target audience

- Bank managers and advisors, non-customer-facing banking executives, auditors
- Qualified executives
- Holders of one of the above SAQ certifications

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

You will receive a re-certification certificate at the end of the course.

Price

Public : CHF 3'535.-
Member : CHF 2'650.-

Admission requirements

The seminar can be taken as a whole or in modules:

Public price per module: CHF 730.00
Member price per module: CHF 550

STF1

Financial news overview

Content: Update their understanding of the global economic and financial environment, identifying major trends and their impact on investment strategies.

Duration: 4h00

Format: Online

Possible contributors: FROIDEVAUX Julien

STF2

Portfolio optimization

Content: Adapt client portfolios to new approaches to diversification, risk management and performance optimization.

Duration: 4h00

Format: Online

Possible speakers: MAEDER Yves

STF3

Credit solutions

Content: Evaluate and propose customized credit solutions, taking into account the specific needs of high-net-worth customers and corporate structures.

Duration: 4h00

Format: Online

Possible speakers: GIROD Philippe

STF4

Private markets

Content: Understand the opportunities and risks associated with private markets, and integrate these assets into an overall wealth strategy.

Duration: 4h00

Format: Online

Possible contributors: NIZARD Frederic

STF5

Alternative investments

Content: Explore alternative investments and their role in the search for risk-adjusted performance, incorporating the latest innovations in the sector.

Duration: 4h00

Format: Online

Possible contributors: LEUTWYLER Sébastien

STF6

Relationship Management

Content: This course covers communication and negotiation techniques, understanding customers' financial needs, and portfolio development and loyalty strategies. Practice-oriented, it prepares participants to build trust, create value and forge lasting partnerships with a demanding clientele.

Duration: 4h00

Format: Online

Possible speakers: RABILLOUD Florent