CAS Marketing and Communication in Financial Services

Category
Support and transversal functions
Private Banking & Asset Management
Level
Expertise
Format
Hybrid
Duration
12 days
Language
French
Location
Hybrid
Director
Christophe Nicod and Frédéric Ruiz
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES
Description
Prices & Admission
Content
Testimonials

Context

Communication and marketing are essential, regardless of the industry or position in question.

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

The knowledge and skills acquired through this CAS should enable participants to develop a tactical or strategic understanding of how a bank or financial institution operates, so that they are able to:

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

- Professionals working in customer-facing roles (direct contact with clients)
- 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

Geneva School of Business Administration, HEG-Geneva

Stakeholders

The speakers selected jointly by ISFB and HEG 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.

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.

Price

Training fees: CHF 6,500
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.

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.
CAS-MCSF

Review

Duration: 6h00
Format: In-person
CAS-MCSF1

Marketing Strategies

Duration: 4h00
Format: In-person
CAS-MCSF10

Digital marketing tools

Duration: 4h00
Format: In-person
CAS-MCSF11

Data & analytics

Duration: 4h00
Format: In-person
CAS-MCSF12

Design thinking

Duration: 4h00
Format: In-person
CAS-MCSF13

Branding & Brand Image

Duration: 4h00
Format: In-person
CAS-MCSF14

Crisis Communication

Duration: 4h00
Format: In-person
CAS-MCSF15

External Communications

Duration: 4h00
Format: In-person
CAS-MCSF16

Internal Communication

Duration: 4h00
Format: In-person
CAS-MCSF17

Event Communication

Duration: 4h00
Format: In-person
CAS-MCSF18

Impactful messaging and storytelling

Duration: 4h00
Format: In-person
CAS-MCSF19

Consumer behavior

Duration: 4h00
Format: In-person
CAS-MCSF2

Product Management

Duration: 4h00
Format: In-person
CAS-MCSF20

Customer Experience Management

Duration: 4h00
Format: In-person
CAS-MCSF21

Efficiency in distribution

Duration: 4h00
Format: In-person
CAS-MCSF22

Networking

Duration: 4h00
Format: In-person
CAS-MCSF23

Customer Relationship Management

Duration: 4h00
Format: In-person
CAS-MCSF24

Marketing & Intercultural and Generational Diversity

Duration: 4h00
Format: In-person
CAS-MCSF3

Target Markets and Segmentation

Duration: 4h00
Format: In-person
CAS-MCSF4

Market and Competitive Analysis

Duration: 4h00
Format: In-person
CAS-MCSF5

Prices and Rates

Duration: 4h00
Format: In-person
CAS-MCSF6

Physical and digital channels

Duration: 4h00
Format: In-person
CAS-MCSF7

Digital Marketing Strategies

Duration: 4h00
Format: In-person
CAS-MCSF8

Lead Generation in the Digital Age

Duration: 4h00
Format: In-person
CAS-MCSF9

Applied Marketing: The Case of Fintech Companies

Duration: 4h00
Format: In-person
Two major players in continuing education join forces to offer banking programs

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
Joseph Baud-Grasset
Joseph Baud-Grasset
Product Manager
Category
Support and transversal functions
Private Banking & Asset Management
Level
Expertise
Format
Hybrid
Duration
12 days
Language
French
Location
Hybrid
Director
Christophe Nicod and Frédéric Ruiz
Manager
Joseph Baud-Grasset
Type
CAS/DAS HES

Information

A question about this service? Our manager is at your disposal
Joseph Baud-Grasset
Joseph Baud-Grasset
Product Manager
Registration
Registration via the website is not possible. Please contact the Product Manager mentioned above.