Financial Services Consulting and Distribution SBA

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:

• CAS Marketing and Communication in Financial Services
• CAS Financing and Investments

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

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

Product Manager ISFB: Joseph Baud-Grasset

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