Recertification seminar
All profiles
Regulations
Category
Private Banking & Asset Management
Retail & Corporate Banking
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
6 x 4-hour modules
Language
French
Location
ISFB Geneva premises
Director
Enrico Giacoletto
Manager
Lionel Blanc
Type
SAQ rectifications
Description
Prices & Admission
Content
Context
This short, targeted training course enables professionals in the banking sector to keep up to date with techniques for developing and maintaining customer relationships.
Designed to meet the needs of both bank employees and independent asset managers, it provides an effective update on the most recent techniques, guaranteeing mastery of the market's best practices.
Designed to meet the needs of both bank employees and independent asset managers, it provides an effective update on the most recent techniques, guaranteeing mastery of the market's best 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)
- 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
- 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
SMR1
Overview of legislative developments
Contents:
- Overview of regulatory changes since 2023
- Implementation of Basel 3 final in Switzerland
- Changes to deposit guarantee
- Discussion of various small changes not covered in other courses
- Overview of regulatory changes since 2023
- Implementation of Basel 3 final in Switzerland
- Changes to deposit guarantee
- Discussion of various small changes not covered in other courses
Duration: 4h00
Format: In-person
Possible contributors: GIACOLETTO Enrico
SMR2
Sustainability and ESG
Contents :
- Guidelines for financial services providers on integrating ESG preferences and ESG risks into investment advice and asset management
- Guidelines for mortgage providers on improving the energy efficiency of SBA buildings
- Review of developments in Switzerland and abroad in the field of sustainability and financial disclosure for banks
- Review of changes in the Swiss Climate Score
- Self-regulation concerning transparency and publication of information by collective fortunes referring to sustainability (AMAS)
- Guidelines for financial services providers on integrating ESG preferences and ESG risks into investment advice and asset management
- Guidelines for mortgage providers on improving the energy efficiency of SBA buildings
- Review of developments in Switzerland and abroad in the field of sustainability and financial disclosure for banks
- Review of changes in the Swiss Climate Score
- Self-regulation concerning transparency and publication of information by collective fortunes referring to sustainability (AMAS)
Duration: 4h00
Format: In-person
Possible speakers: DAHMANI Malek
SMR3
Operational risk and resilience
Contents:
- Entry into force of FINMA circular 23/01.
- Discussion of the various requirements and initial feedback.
- Entry into force of FINMA circular 23/01.
- Discussion of the various requirements and initial feedback.
Duration: 4h00
Format: In-person
Possible contributors: COUROIS Alexandre, LAUDE Sébastien
SMR4
Compliance
Contents:
- L-QIF
- FINMA Communication 05/2023
- LEFin trustee threshold
- Other news, LTPM consultation
- L-QIF
- FINMA Communication 05/2023
- LEFin trustee threshold
- Other news, LTPM consultation
Duration: 4h00
Format: In-person
Possible participants: AVDIJA Taulant
SMR5
Business development
Content: Developing your eloquence and commercial presence
Duration: 4h00
Format: In-person
Possible speakers: KHADAM Kinan
SMR6
Data Protection Act
Contents:
- Reminder of the changes brought about by the nLPD in 2023.
- Feedback one year after its entry into force.
- Developments brought about by AI in a data protection context.
- Reminder of the changes brought about by the nLPD in 2023.
- Feedback one year after its entry into force.
- Developments brought about by AI in a data protection context.
Duration: 4h00
Format: In-person
Possible contributors: COUROIS Alexandre, AZEMI Nart
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Retail & Corporate Banking
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
6 x 4-hour modules
Language
French
Location
ISFB Geneva premises
Director
Enrico Giacoletto
Manager
Lionel Blanc
Type
SAQ rectifications
Information
A question about this service? Our manager is at your disposal
Registration
