CAS Corporate Client Advisory Services
Category
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
15 days spread over 9 months
Language
French
Director
Christophe Nicod, ISFB
Frédéric Ruiz, HEG
Frédéric Ruiz, HEG
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES
Description
Prices & Admission
Content
Testimonials
Context
Switzerland has around 620,000 businesses that are sensitive to economic fluctuations and exposed to specific and strategic risks that are growing and of a new order.
Supporting and advising businesses has always been crucially important and is one of the bank's long-standing and fundamental activities. Today more than ever, the challenges facing businesses make corporate bankers essential long-term partners for companies.
Corporate client advisors need to be able to offer services across the entire value chain (financing, cash management, pensions, etc.), but also to analyze the factors affecting the company and propose solutions that are relevant and efficient in relation to the situation, the type of company, and its business model.
Supporting and advising businesses has always been crucially important and is one of the bank's long-standing and fundamental activities. Today more than ever, the challenges facing businesses make corporate bankers essential long-term partners for companies.
Corporate client advisors need to be able to offer services across the entire value chain (financing, cash management, pensions, etc.), but also to analyze the factors affecting the company and propose solutions that are relevant and efficient in relation to the situation, the type of company, and its business model.
Key objectives
The knowledge and skills acquired in this CAS should enable participants to:
Advise corporate clients across the entire value chain
Find the most appropriate financing solution for a given situation
Manage special credit situations (business transfers, restructuring, succession, mergers, etc.)
Analyzing the external environment as well as a company's strategy and positioning from a financing perspective
Advising on aspects related to the real estate market (valuation, purchase/sale, financing, legal, asset, and tax aspects).
Advise corporate clients across the entire value chain
Find the most appropriate financing solution for a given situation
Manage special credit situations (business transfers, restructuring, succession, mergers, etc.)
Analyzing the external environment as well as a company's strategy and positioning from a financing perspective
Advising on aspects related to the real estate market (valuation, purchase/sale, financing, legal, asset, and tax aspects).
Target audience
This training course is aimed at people employed in banks and working in the field of lending to SMEs and large companies.
It is of interest to those whose work involves managing and advising on a portfolio, or who are involved in managing teams working in this segment.
It is of interest to those whose work involves managing and advising on a portfolio, or who are involved in managing teams working in this segment.
Partner
Geneva School of Business Administration, HEG-Geneva. For more information, click here.
Stakeholders
The speakers selected jointly by ISFB and HEG-Geneva have been working in the banking and finance sector, or in their respective fields, for many years and are recognized as among the leading experts in the ISFB ecosystem in French-speaking Switzerland.
Reviews
Successful completion of each module requires an assessment, which may take the form of an individual or group written report or a written exam.
The methods of assessment are defined in the degree program regulations.
To obtain the degree, students must attend 80% of classes and pass the assessments. All absences must be justified. A grade of 4.0 is required to pass a module. If a participant obtains a grade lower than 4.0 in a module, they may retake the module a second and final time in accordance with the procedures described in the module description. A second failure is final.
The diploma is awarded to participants who have satisfied the assessment requirements for each of the modules in the Certificate program.
The methods of assessment are defined in the degree program regulations.
To obtain the degree, students must attend 80% of classes and pass the assessments. All absences must be justified. A grade of 4.0 is required to pass a module. If a participant obtains a grade lower than 4.0 in a module, they may retake the module a second and final time in accordance with the procedures described in the module description. A second failure is final.
The diploma is awarded to participants who have satisfied the assessment requirements for each of the modules in the Certificate program.
Practical information
Please register directly on the website of the Haute Ecole de Gestion Genève - HEG Genève. Registrations are accepted on a first-come, first-served basis. In person, alternating between the HEG-Genève campus and the ISFB.
Price
Training fees: CHF 7,800
Registration fee (additional): CHF 200
Registration fee (additional): CHF 200
Admission requirements
In accordance with the HES-SO regulations on continuing education, the admission requirements for entering a certification program offered by the HES-SO are as follows:
[HES-SO regulations]
Candidates with a tertiary degree A
For example: Bachelor's degree or equivalent as determined by the HES-SO.
Must demonstrate sufficient professional experience in the relevant field.
Candidates with a tertiary B qualification
For example: ES diplomas, federal certificates or diplomas.
Must provide proof of three years of professional experience in addition to that required for holders of a tertiary A qualification.
Candidates who do not hold a tertiary qualification
For example: secondary II diploma, CFC, AFP or academic/vocational baccalaureate.
A limited number of candidates may be admitted on the basis of their application if they meet the following conditions:
Provide proof of two years' additional professional experience to that required for holders of a tertiary B qualification, with a minimum of five years' professional experience;
For all certification programs: Demonstrate that you have acquired the necessary scientific or methodological knowledge, for example by having completed a preliminary methodological module.
[HES-SO regulations]
Candidates with a tertiary degree A
For example: Bachelor's degree or equivalent as determined by the HES-SO.
Must demonstrate sufficient professional experience in the relevant field.
Candidates with a tertiary B qualification
For example: ES diplomas, federal certificates or diplomas.
Must provide proof of three years of professional experience in addition to that required for holders of a tertiary A qualification.
Candidates who do not hold a tertiary qualification
For example: secondary II diploma, CFC, AFP or academic/vocational baccalaureate.
A limited number of candidates may be admitted on the basis of their application if they meet the following conditions:
Provide proof of two years' additional professional experience to that required for holders of a tertiary B qualification, with a minimum of five years' professional experience;
For all certification programs: Demonstrate that you have acquired the necessary scientific or methodological knowledge, for example by having completed a preliminary methodological module.
HEG-CCE-TT
Transfer Assignment Submission
Duration: 3h00
Format: In-person
HEG-CCE10
Construction & Development Financing and Financing for Real Estate Professionals
Duration: 8h00
Format: In-person
HEG-CCE1
The Company in Its Environment: Business and Strategic Models
Duration: 8h00
Format: In-person
HEG-CCE11
Strategic Dialogue & Structuring Interviews
Duration: 8h00
Format: In-person
HEG-CCE12
Consulting, sales, and negotiation
Duration: 8h00
Format: In-person
HEG-CCE13
Business Valuation & Business Transfer Process
Duration: 8h00
Format: In-person
HEG-CCE14
Financing in the Context of Business Transfers and Legal and Tax Considerations Related to Business Transfers
Duration: 8h00
Format: In-person
HEG-CCE15
Case Studies (Structuring) & Special Cases (M&A Restructuring)
Duration: 8h00
Format: In-person
HEG-CCE2
Corporate Taxation and ESG Corporate Governance
Duration: 8h00
Format: In-person
HEG-CCE3
Financial Analysis and Analysis of Key Financial Ratios and Indicators
Duration: 8h00
Format: In-person
HEG-CCE4
Calculation of Financial Capacity & Major Commercial Financing
Duration: 8h00
Format: In-person
HEG-CCE5
Case Study (Loan Applications & Structuring) and Loan Monitoring, Identification of Recovery Risks
Duration: 8h00
Format: In-person
HEG-CCE6
Cash Management Products & Foreign Exchange and Currency Hedging
Duration: 8h00
Format: In-person
HEG-CCE7
Short-term credit solutions & Investment products
Duration: 8h00
Format: In-person
HEG-CCE8
The Swiss Real Estate Market & Commercial Real Estate Financing
Duration: 8h00
Format: In-person
HEG-CCE9
Valuation of an Investment Property and a Property Used for the Owner's Own Business
Duration: 8h00
Format: In-person
HEG Exam
CAS-DAS Exam
Duration: 6h00
Format: In-person
Testimonial from Simon Follin
Presentation and interview by Maryvonne Cholly-Stehlé, Raiffeisen Switzerland
ISFB and HEG: combining academic and professional expertise to serve the banking industry
Frédéric Ruiz - Lecturer (HEG Geneva) & Christophe Nicod - Head of Continuing Education (ISFB)
"The result of a partnership between HEG-Geneva and ISFB, two programs combining academic excellence and practical expertise have been added to the banking training offering: the brand-new CAS Clientèle Entreprises (Corporate Clients), designed to meet the needs of advisors working with SMEs and large companies, and the CAS Financements et Investissements (Financing and Investments), which has been revamped to incorporate the latest developments in financial consulting. These courses respond to the profound changes in the banking sector and aim to train advisors capable of supporting businesses and private clients in an increasingly complex environment."
Read the interview
Two major players in continuing education join forces to offer banking programs
Prof. Andrea Baranzini - Director HEG-Genève and Dr Mathias Baitan - General Manager ISFB
"Geneva, September 28, 2023 – The Geneva School of Business Administration (HEG-Genève) and the Institut Supérieur de Formation Bancaire (ISFB) are combining their expertise to offer a center of excellence in the field of continuing education for banking professionals. This partnership will provide banking professionals with an expanded range of continuing education opportunities starting in the first quarter of 2024.
Read the interview
Information
A question about this service? Our manager is at your disposal
Category
Retail & Corporate Banking
Level
Expertise
Format
Presential
Duration
15 days spread over 9 months
Language
French
Director
Christophe Nicod, ISFB
Frédéric Ruiz, HEG
Frédéric Ruiz, HEG
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES
Information
A question about this service? Our manager is at your disposal
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