Understanding finance

Catalog | General public | Short courses


This program, aimed at a wide audience, introduces the main concepts of finance, enabling participants to gain a better understanding of the mechanisms, players and challenges of this industry, as well as their roles. In the first module, participants are introduced to the field of finance from an economic perspective, and are introduced to the main players (SNB, Finma, banks, independent asset managers, self-regulatory bodies, etc.) and regulations. In the second module, the Swiss pension system is presented to give a better understanding of its mechanisms and challenges (private savings, social insurance, second pillar, third pillar) and the impact on personal taxation. The third module introduces participants to the main investment tools (equities, bonds, crypto, funds, etc.) and their specific features. In the fourth module, participants learn about the different financing mechanisms available to individuals and companies alike.

Key objectives

  1. Understanding the essential mechanisms of finance
  2. Understanding the Swiss pension system
  3. Understanding the main investment tools
  4. Understanding the main financing tools

Target audience

  • Anyone wishing to gain a better understanding of the world of finance in general, for personal purposes or with a view to a future career in the field.
  • Bank employees in support or cross-functional positions (IT, HR, Accounting, Logistics, etc.)


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

Possible follow-up

The course leads to the ISFB Retail Banking Certificate or ISFB Private Banking Certificate for people with no general banking knowledge (subject to conditions).

See other training courses

  • 4 x 2-hour modules
  • Tuesday evenings from 7 to 9 p.m.
  • Fully online
  • Language : French


This short training course takes place over 4 x 2-hour modules, entirely online on Microsoft Teams.

M01 - Understanding the world of finance 

M02 - Savings and the Swiss pension system 

M03 - Investment concepts 

M04 - Financing concepts 


CHF 500.00 / person for 4 modules.

Price for the general public. A certificate of attendance is issued to participants who have completed all 4 modules. No knowledge test. No delivery of documentation or course material. No refunds, even partial, once payment has been made.


Please complete the online application form.

You will then receive an invoice for payment. Your registration will only be confirmed once payment has been received.

The ISFB general terms and conditions apply from the moment of registration.

Opening of the next session

The dates of the next session are as follows:

M01 Understanding the world of finance
03.09.24 - 7pm-9pm online on Microsoft Teams
M02 Savings and the Swiss pension system
10.09.24 - 7pm-9pm online on Microsoft Teams
M03 Investment concepts
17.09.24 - 7pm-9pm online on Microsoft Teams
M04 Financing concepts
24.09.24 - 7pm-9pm online on Microsoft Teams
  The complete training schedule is available here.


Application for registration