ISFB Data Management Certificate
Category
Cross-functional support
Level
Master's degree
Format
Presential
Duration
7 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Stephan Singh
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
Stakeholders
Context
In a banking and financial environment undergoing profound transformation, mastering data is an essential strategic lever: it conditions regulatory compliance, operational efficiency and the personalization of the customer offer.
The ISFB Data Management certificate has been designed to provide a clear and operational understanding of the main principles of data management. It is aimed at all professionals whose functions - whether compliance officers, risk managers, analysts or support staff - require them to deal with data-related issues.
This training enables them to acquire the essential skills to navigate in an increasingly data-driven world, adapt to the sector's new expectations, and enhance their value on the job market.
The ISFB Data Management certificate has been designed to provide a clear and operational understanding of the main principles of data management. It is aimed at all professionals whose functions - whether compliance officers, risk managers, analysts or support staff - require them to deal with data-related issues.
This training enables them to acquire the essential skills to navigate in an increasingly data-driven world, adapt to the sector's new expectations, and enhance their value on the job market.
Key objectives
At the end of the course, participants will be able to:
- Critique current trends in data management and anticipate their future implications
- Integrate the knowledge gained to develop a regulatory-compliant data management strategy
- Assess data management risks and propose mitigation measures
- Use data analytics tools to support financial decision-making
- Explain the principles of data quality and governance
- Define key data management concepts and their relevance to the financial sector
- Critique current trends in data management and anticipate their future implications
- Integrate the knowledge gained to develop a regulatory-compliant data management strategy
- Assess data management risks and propose mitigation measures
- Use data analytics tools to support financial decision-making
- Explain the principles of data quality and governance
- Define key data management concepts and their relevance to the financial sector
Target audience
- Non-computer specialists in banking and finance, wishing to move into data management professions (reporting, MIS, etc.).
Stakeholders
ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.
Practical information
ISFB Certificates of Specialization are recognized by all member institutions. They are an important professional asset on the job market in French-speaking Switzerland.
Price
- Public: CHF 5,670
- Member: CHF 4,250
- HG / OCAS / OCE : CHF 2'835.-
DM1
Strategic overview of data in banking
Content: Understand the fundamentals of data management in the banking sector.
Situate data in the value chain to understand the strategic stakes.
Situate data in the value chain to understand the strategic stakes.
Format: In-person
Possible contributors: SINGH Stephan
DM2
Governance and data management
Content: Identify key roles and responsibilities in data governance.
Establish a solid organizational framework through policies and management charters.
Establish a solid organizational framework through policies and management charters.
Format: In-person
Possible speakers: MORENO Juan Daniel
DM3
Data management regulations
Content: Understand the legal and regulatory requirements relating to data (LPD, RGPD, reporting).
Assess the impact of standards and obligations on banking practices.
Assess the impact of standards and obligations on banking practices.
Format: In-person
Possible contributors: LEHBILI Monira
DM4
Security, risk and cyber-resilience applied to data
Content: Analyze the main data-related threats (fraud, leakage, cyber attacks).
Apply international security standards based on real incidents in the banking sector.
Apply international security standards based on real incidents in the banking sector.
Format: In-person
Possible speakers: SANCHEZ José
DM5
Data Engineering
Content: Acquire the basics of data recovery, transformation and modeling.
Explore data warehouse logics to structure information.
Explore data warehouse logics to structure information.
Format: In-person
Possible speakers: BAUMANN Grégory
DM6
Data quality and integrity
Content: Measure and improve the quality and traceability of banking data.
Use reliable indicators to guarantee the integrity of information.
Use reliable indicators to guarantee the integrity of information.
Format: In-person
Possible contributors: SINGH Stephan
DM7
Needs analysis and dashboard design
Content: Know how to gather and formalize business requirements.
Design a relevant dashboard right from the design phase.
Design a relevant dashboard right from the design phase.
Format: In-person
Possible speakers: FAVRE Jean-Philippe
DM8
Machine Learning and AI
Contents: Distinguish between the key concepts of artificial intelligence and machine learning.
Assess their added value in data management and exploitation.
Assess their added value in data management and exploitation.
Format: In-person
Possible contributors: LAZAREVIC Sasha
DM9
Toolbox I: Finance table
Content: Discover Tableau (or PowerBI) as a tool for visualizing financial data.
Build interactive reports for decision-making.
Build interactive reports for decision-making.
Format: In-person
Possible speakers: DIVERNOIS Julien
DM10
Toolbox II: Excel for finance
Contents: Use Excel as a professional alternative for data analysis.
Develop advanced uses adapted to finance.
Develop advanced uses adapted to finance.
Format: In-person
Possible contributors: GRITTANI Nicola
DM11
Toolbox III: Python
Content: An introduction to Python, the essential language for data in finance.
Put into practice the basics of programming applied to data.
Put into practice the basics of programming applied to data.
Format: In-person
Possible contributors: BEN HASSEN Sami
DM12
Implementation
Content: Integrate all acquired skills into a concrete reporting project.
Translate a conceptual dashboard into an operational solution.
Translate a conceptual dashboard into an operational solution.
Format: In-person
Possible contributors: SINGH Stephan
DM13
Review
Content: Apply the knowledge acquired through a practical case study in a team.
Validate skills in a global integration exercise.
Validate skills in a global integration exercise.
Format: In-person
Possible contributors: SINGH Stephan
Stephan Singh presents the ISFB Data Management Certificate: making data accessible to all banking professionals
Stephan Singh - Chief Data Officer (Pictet)
"The value of this certificate lies in its balance between theory and practice, always with a focus on the banking sector."
Read the interview
Data: from regulatory constraint to driver of innovation (Sphere Magazine, January 27, 2026)
Monira Lehbili heads up data protection for HSBC Switzerland
Faced with increasingly stringent regulatory frameworks—LPD, FINMA, NIS 2—data management is now a strategic imperative. On the occasion of the launch of a new certificate by the ISFB, Monira Lehbili, an expert in data protection, explains why governance is no longer just a matter of compliance, but constitutes a real competitive advantage and a lever for innovation for Switzerland.
Interview with Julien Divernois: understanding, structuring and adding value to data with the ISFB Data Management Certificate
Julien Divernois - Data Governance Manager (Swissquote)
"I am convinced that data-related skills will become as essential as computer skills were in their day."
Read the interview
Banking professions put to the test of digital skills
Mathias Baitan - General Manager ISFB
"The future of banking expertise will depend on the hybridization of financial expertise, digital know-how, and the development of interpersonal skills—a triptych in which the financial sector already excels in two areas, and where digital technology must now permeate all professions, particularly those related to data."
Read the interview
AI, data management, and cybersecurity: the skills that will make a difference
Mathias Baitan, General Manager ISFB
Artificial intelligence is no longer a distant promise: it is already shaping the way we work, learn, and make decisions. It speeds up our reasoning, structures complex ideas, improves quality processes, and changes expectations for knowledge-intensive professions—and, gradually, many other sectors where technology is redefining professional practices. Solutions are evolving at...
Stephan Singh
Lecturer at ISFB, Program Director at ISFB, and Chief Data Officer (R&C) - Executive Director at Pictet Group, Stephan is a data strategist and leader in the field of data analysis with experience in implementing Risk & Compliance business projects.
Juan Daniel MORENO
Juan Daniel has over 14 years of experience in data management, with strong expertise in data governance, data mesh, and data quality, primarily in the financial sector. He is involved in the entire data lifecycle, from collection to archiving, and implements practices to improve data reliability and compliance in the long term. Thanks to his analytical skills, he supports strategic decision-making while managing risk and security issues. He holds an MBA from ISG Paris and is certified in digital transformation by MIT. He also has solid experience in data architecture, project and product management, and business development.
Monira LEHBILI
Monira Lehbili is an experienced professional specializing in personal data protection and regulatory compliance. She applies her expertise in data risk management and compliance within international institutions and major financial organizations, notably at HSBC, where she held key positions related to data governance. A graduate of Évry Paris-Saclay University, Monira has a solid academic background that supports her technical and strategic expertise in the areas of data law, privacy, and regulatory compliance.
José SANCHEZ
Physical and logical security professional, department manager with over 20 years of experience in security governance in an international institutional environment. He defines and deploys security strategy through structured action plans, oversees risk analysis, and implements appropriate solutions to ensure control. His expertise in cybersecurity, data protection, and physical security enables him to support the company in regulatory compliance and business continuity and resilience issues (2023/1, DORA).
Gregory BAUMANN
Grégory Baumann is a Swiss professional specializing in finance and management control. He is currently Head of Management Control and Data Management at Banque Cantonale de Fribourg and a member of the finance department.
He has solid experience in financial management, budget planning, and economic analysis, acquired in the banking and media sectors.
A graduate in finance and controlling, he is also involved as a federal expert in professional examinations and as a lecturer.
Jean-Philippe FAVRE
Jean-Philippe Favre is a Data Artist, a professional who bridges the gap between business and IT through clear and impactful data visualizations designed to accelerate decision-making. Over the years, he has worked with numerous executives and entrepreneurs, guided by a strong belief that everyone needs to be listened to and understood. By immersing himself in his clients' world and understanding their challenges and language, JP designs customized dashboards that truly meet their needs. Passionate about people as much as data, he helps his clients achieve their goals with powerful and intuitive visual tools.
Sasha LAZAREVIC
Sasha is an IT architect for AI solutions with over 7 years of experience in the field and more than 20 years of experience with banking projects in Switzerland and the EU. He holds a master's degree in computer science and an MBA, as well as a degree in artificial intelligence from Stanford University. He has also earned numerous professional certifications that demonstrate his commitment to staying at the cutting edge of technology. He is a speaker at international conferences and a recognized expert in the field of quantum computing.
Julien DIVERNOIS
Julien Divernois is an experienced Data Governance Manager currently working at Swissquote, where he leads data governance initiatives and promotes value creation from information assets. He has solid technical expertise in data and analytics, particularly on platforms such as Tableau (Server and Desktop), Snowflake, and dbt core, enabling him to combine analytical skills with strategic data management. In addition to his professional responsibilities, Julien is co-leader of the Tableau User Group Suisse Romande, a community dedicated to data visualization and analysis enthusiasts, where he hosts and organizes meetings for professionals in the sector.
Nicola GRITTANI
Nicola Grittani is a finance professional specializing in credit management. He holds the position of Head of Credit Control Division, where he oversees credit risk management and financial control activities for his institution. He holds a Certificate in Quantitative Finance (CQF), machine learning, and Python programming applied to financial markets. His education and expertise allow him to combine advanced technical skills with solid practical experience in credit control and professional risk management.
Sami BEN HASSEN
Sami Ben Hassen is a finance and treasury professional, currently serving as Treasury & Solutions Manager at Swissquote. He has extensive experience in quantitative treasury analysis and financial solutions. Prior to this position, he worked as a quantitative treasury analyst.
Information
A question about this service? Our manager is at your disposal
Category
Cross-functional support
Level
Master's degree
Format
Presential
Duration
7 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Stephan Singh
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
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