CAS Financing and Investment
Category
Private Banking & Asset Management
Level
Maitrise
Format
Presential
Language
French
Location
Hybrid
Director
Christophe Nicod
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES
Description
Prices & Admission
Content
Testimonials
Context
Financial advisory services have become increasingly complex, and today require a panoramic vision of customers' objectives and needs, as well as a range of solutions that are innovative, distinct and relevant to the bank's DNA and the profiles of existing and target customers.
This CAS proposes a review of both fundamental and innovative themes in the investment field, as well as in peripheral issues (financing, entrepreneurial services, wealth planning, etc.),
This CAS proposes a review of both fundamental and innovative themes in the investment field, as well as in peripheral issues (financing, entrepreneurial services, wealth planning, etc.),
Key objectives
The knowledge and skills acquired in this CAS should enable the participant to acquire a tactical or strategic vision of the workings of a bank or financial institution, so as to be able to:
- take part in an exploratory, informative or analytical discussion;
- exchange views with specialists or take note of their inputs (presentations, reports, etc.);
- make a well-founded decision, taking different parameters into account;
- evaluate the relevance of potential solutions and the state of the art of existing solutions;
- make justified proposals;
- monitor trends and the direction in which the theme is moving.
- take part in an exploratory, informative or analytical discussion;
- exchange views with specialists or take note of their inputs (presentations, reports, etc.);
- make a well-founded decision, taking different parameters into account;
- evaluate the relevance of potential solutions and the state of the art of existing solutions;
- make justified proposals;
- monitor trends and the direction in which the theme is moving.
Target audience
- Industry: employees of the banking sector and, more broadly, of financial or para-financial institutions (independent managers, asset managers, financial industry consultants, banking outsourcing companies)
- people working in the front-office sector (direct contact with customers)
- anyone wishing to enter management positions in the financial sector, requiring a thorough understanding of customer solutions.
- people working in the front-office sector (direct contact with customers)
- anyone wishing to enter management positions in the financial sector, requiring a thorough understanding of customer solutions.
Partner
Geneva Business School, HEG-Geneva
Stakeholders
The speakers selected jointly by ISFB and HEG-Geneva have been working in banking and finance, or in their respective fields, for many years, and are recognized as some of the best experts in the ISFB ecosystem in French-speaking Switzerland.
Reviews
Written exam validating the 12 CAS ECTS credits.
Practical information
Face-to-face, alternating between the HEG Geneva campus and the ISFB.
Admission requirements
Holders of a Bachelor's degree or a qualification deemed equivalent by the Program Management. Holders of the ISFB Private Banking Certificate or the ISFB Retail & Corporate Banking Certificate may be admitted on an equivalent basis, subject to acceptance by the Program Management.
You can also complete the information request form on this page. We will then contact you to answer any questions you may have about this course.
You can also complete the information request form on this page. We will then contact you to answer any questions you may have about this course.
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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
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
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Maitrise
Format
Presential
Language
French
Location
Hybrid
Director
Christophe Nicod
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES
Information
A question about this service? Our manager is at your disposal
Registration
Registration via the website is not possible. Please contact the Product Manager mentioned above.
