CAS Marketing and Communication in Financial Services
Private Banking & Asset Management
Context
Every member of the company operates within the framework of these two areas and translates them into a strategic approach, concrete actions, and communication—whether directly with stakeholders or with individuals who, in turn, are connected to other stakeholders.
Key objectives
participate in exploratory, informational, or analytical discussions;
engage with specialists or review their contributions (presentations, reports, etc.);
make an informed decision that takes various factors into account;
assess the relevance of potential solutions and the current state of existing solutions;
make well-founded proposals;
monitor trends and the direction the topic is taking
Target audience
- Anyone seeking to pursue a career in financial management, which requires a deep understanding of stakeholder relations and the use of specialized, practical tools.
Partner
Stakeholders
Practical information
Price
Registration fee (extra): CHF 200
Admission requirements
[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.
Applicants with a tertiary B qualification
For example: ES diplomas, federal certificates or diplomas.
Must provide evidence of three years' professional experience in addition to that required for applicants with a tertiary A qualification.
Applicants 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.
Review
Marketing Strategies
Digital marketing tools
Data & analytics
Design thinking
Branding & Brand Image
Crisis Communication
External Communications
Internal Communication
Event Communication
Impactful messaging and storytelling
Consumer behavior
Product Management
Customer Experience Management
Efficiency in distribution
Networking
Customer Relationship Management
Marketing & Intercultural and Generational Diversity
Target Markets and Segmentation
Market and Competitive Analysis
Prices and Rates
Physical and digital channels
Digital Marketing Strategies
Lead Generation in the Digital Age
Applied Marketing: The Case of Fintech Companies
Two major players in continuing education join forces to offer banking programs
"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
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Private Banking & Asset Management
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