ISFB Package
Recertification SAQ CWMA Intra
Catalog | Private Banking | Intra-company
Context
Once obtained, the SAQ certification is valid for three years and must then be renewed.
This renewal can be acquired by completing 24 hours of SAQ accredited training, i.e. 6 modules of 4 hours each.
For our members who wish to run in-house recertification programs for several employees simultaneously on the same subject, it is possible to specifically choose the modules that make up the package!
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.
- By default, 24 hours, divided into 6 courses of 4 hours each
- It is also possible to choose just a few 4-hour modules, at the specific request of the bank's HR department.
- Face-to-face at the ISFB, remotely via Zoom or at the member's premises
- At the time agreed when the requirements are expressed
- Language: French or English, at member's request
The package consists of 6 modules of 4 hours each. It is tailored to the needs of the member company.
The package consists of 6 modules to choose from, in the following themes:
- Compliance and Legal
- Management
- Wealth planning
- Investment
- Technology
- Sustainable finance
The member company determines the modules that make up its own package.
It's an "à la carte" package, tailored to the specific needs of the member bank, and generally takes place on the member bank's premises. Of course, other configurations are also possible.
The list of modules available for composing modules is available here.
Simply print out this form and send it to us so that we can plan your training dates together!
Price
For a complete 24-hour package, CHF 13,320 for 12 participants, equivalent to CHF 1,100 per person for training on the member's premises.
Price per module without package, please consult us.
Registrations
Please complete the package composition form and return it to our sales manager by email(ventes@isfb.ch) or complete the contact request form so that we can contact you to assess your requirements.
Opening of the next session
Dates are determined during the needs analysis, according to your wishes and the availability of our course leaders / specific locations.