CAS Strategic Management in Financial Services

Catalog | Training given in partnership with the Haute Ecole de Gestion de Genève


Industry convergence (prices, products, target clientele), the increasing complexity of the financial industry and a fast-changing environment place human capital at the heart of the system as a distinctive element and differentiating factor.

Managing sustainable individual performance, as well as optimizing and managing collective resources, requires powerful reading keys, avenues for reflection and concrete tools for all managers, whatever the size of the organization in which they work.


The knowledge and skills acquired in this CAS should enable the participant to acquire a tactical or strategic vision of how a bank or financial institution operates, so as to be able to:

  • take part in an exploratory, informative or analytical discussion ;
  • exchange with specialists or read their inputs (presentations, reports, etc.);
  • make a well-founded decision, taking into account various parameters ;
  • assess the relevance of potential solutions and the state of existing solutions ;
  • make justified proposals ;
  • follow trends and the direction of the theme.

Target audience

  • Industry: employees of the banking sector and, more broadly, of financial or para-financial institutions (independent managers, asset managers, financial industry consultants, banking outsourcing companies).
  • People working in operations, support and cross-functional functions, or on the front line
  • Anyone wishing to take on a management role in the financial sector, and requiring practical management tools and ideas.


The speakers selected jointly by ISFB and HEG have been working in banking and finance, or in their respective fields, for many years, and are recognized as some of the best experts in the ISFB ecosystem in French-speaking Switzerland.


ISFB program co-director: Frédéric Ruiz

HEG Program Co-Director: François Duc

Product Manager ISFB: Alexandre Haberih

Training offered in partnership with the Geneva School of Management (HEG-Geneva).

Course duration and location

  • 12 days
  • Face-to-face, alternating between the HEG Geneva campus and the ISFB.
  • Courses can also be held in Lausanne, depending on the session.
  • Friday and Saturday all day
  • Language : French


  • HEG, Battelle Campus, Rue de la Tambourine 17, 1227 Carouge
  • ISFB, Geneva, Rte des Jeunes 12, 1212 Grand-Lancy

Title issued

CAS in Strategic Management in Financial Services. 12 ECTS credits.

Program composition

The CAS is made up of 4 modules of 3 ECTS credits over several days.

Module 1 - Leadership

  • Identify and integrate the elements that specify an organization's culture
  • Adopt an efficient and relevant self-management system
  • Articulating different approaches to designing managerial culture
  • Prevent stress within your teams by identifying the intrinsic and extrinsic factors influencing their perception and hence their stress.

Module 2 - Strategic management

  • Define a customer-centric value proposition, taking into account constraints and resources, based on the business model canvas.
  • Define the key resources needed to set up a concrete project
  • Manage projects pragmatically using concrete tools based on PMBOK standards.
  • Implement and adjust strategic planning at team, department or company level

Module 3 - Team management

  • Apply the various classic management models, from the human relations school to the modern school.
  • Understand their limitations and the influence of context on their implementation
  • Exercise leadership in a protected environment to understand one's own limits
  • Understand approaches to conflict management and prevention, and be able to draw on them or identify external resources when needed.

Module 4 - Performance management

  • Know the different theories of change management and draw inspiration from them in context
  • Linking different approaches
  • Know the different negotiation keys and be able to put them into practice on a daily basis
  • Develop your speaking skills in managerial situations, in front of your own team or larger teams.


CHF 6'500.00 + HEG registration fee


Please register directly on the Haute Ecole de Gestion website. Registrations are taken on a first-come, first-served basis.

Registration conditions

Holders of a bachelor's degree or a qualification deemed equivalent by the program management. Holders of the ISFB Private Banking Certificate or the ISFB Retail & Corporate Banking Certificate may be admitted on an equivalent basis, subject to acceptance by the Program Management.

You can also fill in the information request form on this page. We will then contact you to answer any questions you may have about this course.

Opening of the next session

The next session starts on September 21, 2024 at 08:30.
The full training schedule is available here.

Application for registration