Financial Services Consulting and Distribution SBA

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

Context

The DAS Consulting and Distribution in Financial Services is designed for experienced managers and specialists who wish to expand their cross-disciplinary knowledge of customer relationship management and market analysis, and who are destined for management positions as well as front office banking functions.

It comprises two CAS courses worth 12 ECTS credits and a 6-credit dissertation:

The program is designed to enable managers wishing to reach a senior position in the banking sector to combine the two programs.

This CAS examines both fundamental and innovative themes in the investment field, as well as peripheral issues such as financing, entrepreneurial services and wealth planning,

Objectives

The knowledge and skills acquired in this DAS 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 the front-office sector (direct customer contact) or in the operations sector (no customer contact)
  • Anyone wishing to move into management positions in the financial sector, requiring a thorough understanding of customer solutions.

Stakeholders

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.

Organization

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

  • See CAS composition
  • 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

Addresses

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

Title issued

DAS in Consulting and Distribution in Financial Services. 30 ECTS credits.

Program composition

The DAS is made up of two CAS of 12 ECTS credits and a dissertation of 6 credits:

Price

See HEG Geneva website

Registrations

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 CAS program will start in the first quarter of 2024. Pre-registration is now possible.

The date of the next session will be posted soon.
The full training schedule will be available here.

Application for registration