Seminar to update financial techniques
Catalog Court(s) accredited for CWMA certification renewal
An essential asset for all banking professionals
This short, targeted training course enables professionals in the banking sector to keep up to date with the latest knowledge in various disciplines.
Designed to meet the needs of bank employees and independent asset managers alike, it provides an effective update on the latest developments in financial techniques, ensuring compliance and mastery of best market practices.
This training leads to 24 SAQ re-certification points for the following accreditations:
- Certified Wealth Management Advisor (CWMA)
- Certified Individual Customer Advisor (CI)
- Certified Private Client Advisor (CP)
- Certified Corporate Banker (CCoB)
- Certified customer advisor (SME)
- Certified customer advisor (AFF)
Target audience
- Bank managers and advisors, non-customer-facing banking executives, auditors
- Qualified managers
- Holders of one of the above SAQ certifications
Stakeholders
ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.
Organization
Certification Manager : Maryse Gabbay
Product Manager : Lionel Blanc
- 6 x 4-hour modules
- Remote, live from the ISFB studio
- Schedule: 09:00 to 13:00
- Language : French
Six half-days to keep up to date and strengthen your key skills
The course comprises 6 non-consecutive 4-hour modules.
- Financial news overview
- Portfolio optimization
- Credit solutions
- Private markets
- Business transfer
- Alternative investments
Certain modules of this training provide codes for SAQ CWMA certification, as well as for Affluent, CI, CP and CcoB certification profiles.
Price
CHF 2'650.00 (member price)
CHF 3'535.00 (non-member price)
The member prices apply to all ISFB member institutes and their employees.
CHF13'320.00 (member price) for a group of 12 participants maximum
Registrations
Please complete the online application form.
Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.
The general conditions of the ISFB apply as soon as you validate our offer.
Opening of the next session
The next session starts on November 25, 2025 at 9:00 am
The full training schedule is available here.
Certificate
You will receive a re-certification certificate at the end of the course.