Modular course (package 1) - Business transfer: Refresh & Apply

Catalog | Accredited Court(s) for CWMA recertification

Context

At the same time, many private clients are entrepreneurs or business owners who will sooner or later be confronted with the problem of transferring their assets.
Transferring a business can be a complex process that requires careful planning to ensure the continuity of the business and minimize disruption to employees and customers.

With the help of concrete examples and tools, this training addresses key points such as the valuation of the company, the evaluation of risks and opportunities, the implementation of corporate governance, and the management of the transition between the old and new owners.

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, morning
  • In a virtual classroom on Microsoft Teams, live from our studio
  • The webcam is mandatory to validate your presence
  • Weekdays, from 09:00 to 13:00
  • 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