Mr. Albert Gallegos, you are Program Director of the ISFB Wealth Planning Certificate. Can you tell us about this new program, and who it is aimed at?

As Program Director, I am delighted to present this new training program. This program is designed to meet the specific needs of banking and finance professionals looking to specialize in wealth planning. It is particularly ideal for those with a banking background, such as holders of the ISFB Private Banking Certificate or any other training, who wish to deepen their knowledge and skills in this complex field.

Our program covers a wide range of crucial topics, including tax optimization, pensions, real estate, financial investments, as well as matrimonial law, divorce and inheritance issues. Imagine that you have a solid knowledge base as a banker, but now want to add a specialization that will enable you to navigate more effectively through these various aspects of wealth management to better serve your clients. That's exactly what our certificate aims to do.

The market offers a wide range of contingency training courses. What's so special about this program?

Our program is distinguished by its holistic, hands-on approach. Rather than simply providing theoretical knowledge, we focus on the actual application of these skills in real-life situations. Think of our program as a craft where each course is a carefully selected tool, not only to create theoretical understanding, but also to sculpt practical, operational skills. Our students are trained to assess and manage financial assets with a global perspective, taking into account the legal, tax and economic aspects of wealth planning. And all this in a relatively short period of time.

What is your role as Program Director?

I play several roles. Firstly, I'm the ambassador of the program, representing our vision and values to students, partners and the professional community. Secondly, I constantly ensure that the content of our program remains relevant and up to date with developments in the sector. My role is also that of a guarantor of coherence, ensuring that each component of the program integrates harmoniously to offer a fluid and effective learning experience. In short, my aim is to ensure that every student can navigate safely and knowledgeably through the world of wealth planning, just as a captain ensures the safety of his ship and the direction of his crew.

Albert Gallegos

Program Director and Head of Wealth Management Solutions (BCGE)