Catalog of services
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Categories
Type
Format
Location
Language
Services (in alphabetical order)
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ISFB Certificate Management Assistant
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ISFB Compliance Officer Certificate
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ISFB Certificate in Internal Control and Risk Management
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ISFB Certificate Credits
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ISFB Data fundamentals certificate
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ISFB certificate Staff and support
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ISFB Family Officer Certificate
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ISFB Sustainable Finance Certificate
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ISFB Future of Finance Certificate
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ISFB Certificate in Risk Management for Directors
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ISFB Investment Advisor Certificate
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ISFB Certificate in Banking Management and Adaptability
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ISFB Wealth Planning Certificate
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ISFB Private Banking Certificate
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Understanding finance
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Understanding the Swiss social insurance system
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Cybersecurity for financial executives: from strategy to the field
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Preparing for (pre)retirement
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Tailor-made further training at ISFB or in-house
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Financial Services Consulting and Distribution SBA
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CAS Marketing and Communication in Financial Services
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CAS Financing and Investment
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DAS Strategic and Operational Management in Financial Services
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CAS Financial Services Operations Management
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CAS Strategic Management in Financial Services
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SAQ CWMA certification with full training -
SAQ CWMA certification with partial training -
Certification
SAQ CWMA without training -
Recertification seminar
All profiles
Customer relations -
Recertification seminar
All profiles
Financial techniques -
Recertification seminar
All profiles
Regulations -
Recertification seminar
All profiles
Digital finance -
Customized SAQ training at ISFB or in-house
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SAQ CWMA coaching services
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ISFB package
SAQ CWMA self-training package -
Written exam
SAQ mock exam -
SAQ Oral Exam
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CAIA™ preparation
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Preparation Certificate in ESG Investing (CFA Institute)
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Summer School
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Team building
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Trajectories and Transitions
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Banking assessment
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Management coaching
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Technical coaching
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Coaching OCE
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Mentoring
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Developmental assessment
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Insights Discovery Test ™
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Test Wave ™
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Career advice and guidance
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Outplacement
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Bilan de compétences OCE
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Membership Hub ISFB
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Theme-based meetings
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Group coaching
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ISFB Insight
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Room rental
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ISFB Circles
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ISFB Evening
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Training for ISFB trainers
