SAQ CP recertification package - online

• 6 non-consecutive evenings of 4 hours
• 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

Live from our studio

The package is composed of 6 modules of 4 hours each:

• The Swiss economic system
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With no natural resources, no access to major shipping lanes, and 4 languages and diverse cultures, Switzerland's solid economic performance is based on distinct and sometimes unique elements that every economic player needs to understand and master in order to ensure its sustainability, or even to participate in the necessary adjustments to the model. This training course will provide you with a key to understanding the Swiss economic framework in its broadest sense, which is the essential foundation for providing customers with the service they expect, whatever their cultural background.

• Fintech
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A contraction of the words finance and technology, fintech is now at the heart of the financial industry's concerns and strategic discussions, with the development of both applications and companies active in fintech constantly accelerating.
While no one today doubts the durability of these new technologies, there are still many grey areas surrounding the extent of their disruptive potential, the speed of assimilation of these new technologies or the outline of future applications.
This course will review the main categories of innovation, look back over the last 5 years to assess surprises and false starts, and acquire the tools to analyze technological change and position oneself in the face of it.

• Global asset analysis
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As personal, professional and financial situations are constantly changing, only a 360-degree view of the customer's assets will enable him to make optimal financial decisions. From real estate, pensions and taxation, to inheritance and matrimonial property issues and business transfers, the scope of a client's wealth is rich and complex.
In a transparent, tax-compliant world, the ability to offer a global approach enables the wealth manager to stand out from the crowd by offering comprehensive, professional advice, with the client at the center of attention.
By analyzing all these elements, a financial advisor can propose customized solutions to help a person achieve his or her financial goals, such as retirement, estate planning or financial risk management.

• Analysis and selection of investment funds
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Today, there are over 150,000 investment funds making up a rich and complex mosaic, whether you consider the investment style (active, passive, alternative, smart beta), the investment area (concentrated country, industry, region; diversified) or the asset class (money market, equities, bonds, real estate etc.). Being able to guide a client through the wealth of this offer is a fundamental skill capable of creating value and distinguishing your advice.
This training course will enable you to select a fund according to simple but fundamental criteria, to go through the key qualitative and quantitative indicators of a fund and to explain to a client in a simple way the main attributes of the selected fund.

• Customer relationship management
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Customer Relationship Management (CRM) is a set of strategies, processes and tools that enable companies to effectively manage their interactions with current and potential customers.
CRM is a key element of business strategy for many companies. It helps to develop closer, more personal relationships with customers, increase loyalty, maximize sales and minimize the costs of acquiring new customers.

• ESG Investments
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The publication of the Swiss Bankers Association's Guidelines for Financial Service Providers on the integration of ESG preferences and risks in investment advice and asset management requires banks and, more generally, investment-related employees to complete targeted training in sustainable finance by January 1, 2024.
This training must cover a number of specific topics, with the broader aim of being able to advise and support clients in a variety of sustainable finance strategies and solutions.
ISFB's training program in this area provides an efficient, high-impact response to this issue, while giving bank employees the knowledge, skills and tools they need to provide the best possible support and advice to customers wishing to incorporate an ESG coloring into their portfolios.

Price

CHF 2'650.00 (member price)

CHF 3'300.00 (non-member price)

The member prices apply to all ISFB member institutes and their employees.

CHF13'320.00 (member price) for a group of 12 participants maximum

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

The next session starts on June 04, 2023 at 1:30 p.m.
The complete training schedule will be available here.

Certificate

A recertification certificate will be given to you as soon as the six 4-hour courses have been completed online.