A la carte modular training

|Catalog In-company training


Today, it's essential to help your teams progress, and learners need to be able to transfer their new knowledge to their workstations without delay, in order to guarantee the quality of their know-how. 

We offer our members a catalog of over 100 "à la carte" training courses, which can be scheduled to suit your needs for several of your employees. On request, we can also organize customized training courses, including a needs analysis phase. Courses may or may not include a certificate of attendance or a final examination.

Key objectives

Objectives are defined together during the analysis phase

Target audience

  • ISFB member organizations
  • Other organizations as required


ISFB lecturers have been working in the banking world as corporate banking specialists for many years, and are recognized as some of the leading experts in our ecosystem in French-speaking Switzerland.

Terms and conditions

  • From 0.5 day
  • Face-to-face on our premises or at your facility, but also at other off-site locations
  • From our studio if you prefer distance learning
  • Language: French or English


We are particularly responsive. Schedules are drawn up according to your requirements and the availability of the various people involved.

Please contact us to discuss your requirements, without obligation.



You can create your own in-company training course based on the modules we offer in our catalog. In this way, you can create your own "à la carte" training program. For example, you can create a specific ISFB Certificate for your bank, made up of a few modules from a given certificate (e.g. Module 4 and 5 of the ISFB Private Banking Certificate) and a few modules from another certificate (e.g. Module 6 and 7 of the ISFB Sustainable Finance Certificate).

On request, an SAQ re-certification code can be obtained for most of the courses below.

Here are just a few examples of topics that can be included in your in-company training program, for which courses have already been designed and which can be linked together (in alphabetical order):

Private Banking & Asset Management

  • Pension Fundamentals
  • Stock market and shares
  • Customer behavior in the marketplace
  • Investment advice
  • Crowdinvesting
  • PB & AM sales force development
  • Currencies
  • Economics, banking and financial systems
  • Behavioural Finance
  • Sustainable finance I
  • Sustainable Finance II
  • Alternative financing
  • Investment Funds
  • Alternative management
  • Portfolio management
  • Cryptoasset management
  • Market Integrity
  • Bonds
  • Provisions
  • Derivatives and structured products
  • Structured Products
  • Investment strategy

Retail Banking & Corporate Banking

  • Company analysis
  • Pension Fundamentals
  • Business start-ups and transfers
  • Credits
  • Loans to SMEs
  • Mortgage Credits
  • Lombard loans
  • Syndicated loans
  • Developing the Retail sales force
  • Economics, banking and financial systems
  • Real estate
  • Provisions

Law, Risk and Compliance

  • FATCA/QI applications
  • Legal aspects of digital finance
  • Matrimonial and inheritance aspects
  • Social insurance
  • Risk management framework
  • Compliance I
  • Compliance II
  • Applied compliance
  • ESG Compliance
  • Tax compliance
  • Financial crime
  • Cross border
  • Banking law I
  • Banking Law II
  • Business law
  • Employment law
  • Sustainability and social responsibility
  • Automatic exchange of information
  • International legal assistance
  • Finance for legal practice
  • Banking taxation
  • Corporate taxation
  • Taxation of individuals
  • Compliance risks
  • Credit risk
  • Market, liquidity and interest rate risks
  • Operational risk and resilience
  • Sanctions

Support and transversal functions

  • Banking knowledge
  • Cybersecurity
  • Data & analytics
  • Data management
  • Digitalization of operations
  • Fintech ecosystem
  • Outsourcing
  • Bank guarantees
  • Digital and financial innovation
  • Artificial intelligence
  • Machine Learning
  • Securities and cash transactions
  • Information security
  • Digital banking strategy
  • Operational strategy
  • Internal control system
  • Team building
  • Blockchain technology


  • Art and managerial inspiration
  • Communication
  • Digital communication
  • General management culture
  • General financial literacy
  • Strategic diagnostics
  • Economics, banking and financial systems
  • Crisis management
  • Motivation management
  • Performance management
  • Uncertainty management
  • Innovation management
  • Change management
  • Project management
  • Team management
  • Remote team management
  • Time management
  • History of finance
  • Improvisation
  • Introduction to statistics
  • Insight Discovery Day
  • Leadership
  • Applied management
  • Strategic management
  • Banking marketing
  • Negotiation
  • Stress prevention
  • Foresight
  • Banking strategy
  • Team building

Offer request