Modular course (package 2) - Global Wealth Analysis: Refresh & Apply
Catalog | Accredited Court(s) for CWMA recertification
Context
As personal, professional and asset situations are constantly changing, only a 360-degree view of assets enables clients to make optimal financial decisions. Real estate, pension plans, taxation, but also inheritance and matrimonial aspects or business transfers: a client's scope is rich and complex.
In a transparent and tax-compliant world, the ability to offer a comprehensive approach allows the manager to stand out by offering comprehensive professional advice, where the client is the focus.
By analyzing all of these elements, a financial advisor can provide customized solutions to help a person achieve their financial goals, such as retirement, estate planning or financial risk management.
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 2 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.