CAS Financing and Investments
Category
Private Banking & Asset Management
Level
Master's degree
Format
Presential
Duration
12 days of training
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 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 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
Successful completion of each module requires an assessment, which may take the form of individual or group work, written or oral, carried out on site or remotely.
The methods of assessment are defined in the degree program regulations.
To obtain the degree, students must attend all modules regularly and complete all required work to the satisfaction of the teaching staff. All absences must be justified. An overall average of 4.0 is required to obtain the diploma. Only one grade between 3.0 and 4.0 can be validated. A grade below 3.0 does not entitle the student to credits and requires the module to be repeated the following year.
The diploma is awarded to participants who have satisfied the knowledge assessment requirements for each of the diploma modules.
The methods of assessment are defined in the degree program regulations.
To obtain the degree, students must attend all modules regularly and complete all required work to the satisfaction of the teaching staff. All absences must be justified. An overall average of 4.0 is required to obtain the diploma. Only one grade between 3.0 and 4.0 can be validated. A grade below 3.0 does not entitle the student to credits and requires the module to be repeated the following year.
The diploma is awarded to participants who have satisfied the knowledge assessment requirements for each of the diploma modules.
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 6,500
Registration fee (extra): CHF 200
Registration fee (extra): 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.
CASFI
Review
Duration: 3h00
Format: In-person
CASFI1
Private Financing Engineering
Duration: 8h00
Format: In-person
CASFI10
Emerging and Frontier Markets & The Global Monetary System
Duration: 8h00
Format: In-person
CASFI11
Economic Performance & Investing in a Globalized World
Duration: 8h00
Format: In-person
CASFI12
Geopolitics, Financial Markets, and the Digital Economy
Duration: 8h00
Format: In-person
CASFI2
Real Estate Market and Financing
Duration: 8h00
Format: In-person
CASFI3
Financing for Entrepreneurs and Business Leaders
Duration: 8h00
Format: In-person
CASFI4
Brokerage & Behavioral Finance
Duration: 8h00
Format: In-person
CASFI5
Innovation in Management Strategies and the Smart Money Endowment Fund
Duration: 8h00
Format: In-person
CASFI6
Fintech & The Integration of AI in Investing
Duration: 8h00
Format: In-person
CASFI7
Cryptoassets and real assets
Duration: 8h00
Format: In-person
CASFI8
Investing in new technology & fund analysis and selection
Duration: 8h00
Format: In-person
CASFI9
ESG Solutions & Private Markets
Duration: 8h00
Format: In-person
CASFITT
Transfer work
Duration: 2h00
Format: In-person
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
Master's degree
Format
Presential
Duration
12 days of training
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
