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.

Opening of the next session

Short courses are included in the recertification packages. Please see the Package 1 or Package 2 calendar for upcoming dates.

Certificate

A certificate of recertification will be given to you as soon as the 4-hour module has been completed online.

Application for registration