Recertification seminar
All profiles
Digital finance
Category
Private Banking & Asset Management
Retail & Corporate Banking
Retail & Corporate Banking
Level
Expertise
Format
Distanciel
Duration
6 x 4-hour modules
Language
French
Location
Virtual
Manager
Lionel Blanc
Type
SAQ rectifications
Description
Prices & Admission
Content
Context
This short, targeted training course enables banking industry professionals to keep up to date with the latest trends in digital finance.
Designed to meet the needs of bank employees as well as independent asset managers, it provides an effective update on the latest regulatory developments, ensuring compliance and mastery of market best practices.
Designed to meet the needs of bank employees as well as independent asset managers, it provides an effective update on the latest regulatory developments, ensuring compliance and mastery of market 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
SFN1
Overview of digital banking
Duration: 4h00
Format: Online
Possible contributors: FININI Lino
SFN2
Data & Analytics
Duration: 4h00
Format: Online
Possible speakers: NEMOND Marie
SFN3
Machine Learning and AI
Duration: 4h00
Format: Online
Possible contributors: LAZAREVIC Sasha
SFN4
Cybersecurity
Duration: 4h00
Format: Online
Possible speakers: FONTIGNIE Jacques
SFN5
Blockchain
Duration: 4h00
Format: Online
Possible contributors: PIGNON Vincent
SFN6
Cryptoactives
Duration: 4h00
Format: Online
Possible contributors: PIGNON Vincent
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
Distanciel
Duration
6 x 4-hour modules
Language
French
Location
Virtual
Manager
Lionel Blanc
Type
SAQ rectifications
Information
A question about this service? Our manager is at your disposal
Registration

