Modular course (package 1) - Tax optimization: Refresh & Apply
Catalog | Accredited Court(s) for CWMA recertification
Context
Even though the tax aspects constitute the largest part of an individual's budget, the time spent on the legal optimization of one's assets is often a secondary consideration for both the client and the investors, well after the performance or the diversification of one's portfolio.
This course reviews the general principles from an investor's perspective and discusses various issues and structuring.
Target audience
- CWMA SAQ certification holders
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.
- 4 hours, in the evening
- In a virtual classroom on zoom from our studio
- The webcam is mandatory to validate your presence
- Weekdays, from 5:30 pm to 9:30 pm
- Language : French
The SAQ recertification package
This training is part of the SAQ 1 recertification package.
ISFB recommends taking the entire recertification package rather than a specific module.
Single module | Complete package | |
Number of hours | 4 hours | 24 hours |
Member rate | CHF 550.- | CHF 2650.00 |
Registration Process | 1 registration per module | 1 unique registration |
Individual price
CHF 550.00 (member price) / participant
CHF 730.00 (non-member price) / participant
The member prices apply to all ISFB member institutes and their employees.
Collective price
For member institutions, it is possible to organize this short course at a preferential price from 5 simultaneous registrations. Please contact us for an offer.
CHF 2'375.00 (member price) in-house for a group of maximum 12 participants
Registrations
Please complete the online application form.
Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.
The general conditions of the ISFB apply as soon as you validate our offer.