Catalog Continuing education ISFB Staff and Support Certificate

ISFB certificate Staff and support

Context

The aim of the "Staff and Support" certificate is to train specialists capable of intervening transversally in support activities within financial institutions. Participants will acquire the knowledge to navigate transversally and globally between the various banking functions, manage communication flows effectively, and optimize internal processes. The program addresses the current challenges faced by support entities, but also by staff management support entities. Thanks to a hands-on approach, participants will develop a global vision of the bank while mastering the technical and organizational aspects of their role.

Key objectives

At the end of the course, participants will be able to:
1. Develop a strategy for optimizing decision-making and operational flows, taking into account regulatory and operational requirements.
2. Compare models for organizing functions (i.e. insourcing vs. outsourcing) to identify best practices in different contexts.
3. Assess the impact of technological developments, such as automation and artificial intelligence, on banking functions.
4. Use process optimization principles to improve the efficiency of internal operations.
5. Describe the importance of integration and coordination between different banking functions to ensure smooth operations.
6. Identify the main functions and processes of a management, planning or executive support staff, such as operations processing, decision flow management and reporting.

Target audience

- Staff specialists, management assistants, cross-functional project managers, specialists working in back-office functions, specialists working in support functions (logistics, IT, communications and marketing, etc.), specialists working in front-office functions who want to broaden their understanding of how a financial institution operates in its cross-functional areas.

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 7'935.-
Member : CHF 5'950.-
HG / OCAS / OCE : CHF 3'967.50.-
FFPC : CHF 0.-

EMS1

Economy, banking and finance

Contents: Money: role of money in an economy; demand and supply of money; price determination; influence of money on the economic system
Banks: role in the economy; functions and risks; types of banks; business model issues
Macroeconomic variables: growth; inflation; historical and current situation of the main economies; impact of the economic cycle on financial markets and assets
Central banks: role and mandate of a central bank; tools of a central bank; analysis of the current context; monetary policies (restrictive and expansive) in the international environment
Financial crises: historical aspects; analysis of the current context; potential risk factors

Duration: 8h00

Format: In-person

Possible contributors: SCHORDERET Yann

SAQ code(s) assigned: CWMA-ISFB-24-1166

EMS2

Banking Law

Content: This course provides a practical introduction to banking regulation in Switzerland. We will cover the essential legal bases, in particular the FINMASA, the Banking Law and the OFR. Particular attention will be paid to the management mandate, its legal framework and its implications for financial institutions. Finally, we will study the duties of the securities trader, in order to understand his responsibilities and obligations within the Swiss financial system.

Duration: 8h00

Format: In-person

Possible speakers: TOURETTE Pascal

EMS3

Risk Management

Content: This course is dedicated to risk management in banking and finance. Participants will learn to master the key stages of this process: identifying risks, understanding their nature and origin, and then assessing their impact on the business. We will then look at financial risk management methods and the main risk management tools used in practice.

Duration: 8h00

Format: In-person

Possible speakers: DUCHÊNE Nicolas

EMS4

Compliance

Content: This course focuses on current compliance issues in the financial sector. Participants will learn how to understand compliance principles and effectively combat money laundering. We'll also look at how to apply KYC (Know Your Customer) regulations in practice, and the best methods for monitoring and reporting suspicious activity.

Duration: 8h00

Format: In-person

Possible speakers: DE BOCCARD Guillaume

EMS5

Banking operations management

Content: This course is dedicated to financial operations and the day-to-day management of flows in a banking institution. We will explore treasury operations, essential for ensuring financial stability, as well as payment management, at the heart of banking activities. Participants will also be introduced to market operations and their mechanisms, while developing an in-depth understanding of liquidity management, essential for maintaining a bank's equilibrium and solvency.

Duration: 8h00

Format: In-person

Possible contributors: FININI Lino

EMS6

Internal control

Content: This course covers the fundamentals of internal control and auditing in financial institutions. We begin with the principles of internal control, which are essential for securing banking activities, then move on to the role and methods of internal auditing. Particular attention will be paid to fraud management, a major protection issue, as well as to process evaluation, in order to optimize the performance and reliability of operations.

Duration: 8h00

Format: In-person

Possible speakers: DE BEAUCÉ Vivien

EMS7

IT challenges in the financial sector

Content: This course explores the impact of technology in the banking and financial sector. We will study innovations in financial technologies (FinTech) and the issues linked to IT security. Participants will also discover best practices in information systems management and analyze the impact of digitalization on the operational and strategic models of financial institutions.

Duration: 8h00

Format: In-person

Possible contributors: BOUCHET Sébastien

EMS8

Strategy

Duration: 8h00

Format: In-person

Possible speakers: HOSTETTLER Sylvain

EMS10

Data management

Content: This course explores data management and analysis, with a focus on protecting sensitive information. It also addresses the challenges of Big Data in the financial sector, providing participants with the tools to exploit and secure data effectively.

Duration: 8h00

Format: In-person

Possible contributors: SINGH Stephan

EMS11

Innovation management

Content: This course focuses on innovation in financial services and change management methods. Using creativity techniques and concrete case studies, participants will develop their ability to design and implement innovative solutions adapted to the sector's current challenges.

Duration: 8h00

Format: In-person

Possible speakers: MOECKLI Alexis

EMS12

Process management

Content: This course introduces the fundamental principles of process management and process mapping. It focuses on methods and tools for optimizing organizational efficiency and improving overall performance through structured process management.

Duration: 8h00

Format: In-person

SIMMS Sylvaine

EMS13

Project and change management in a bank

Content: This course offers a comprehensive introduction to project management, covering its key principles, the project life cycle and the main tools used by professionals. Through case studies, students will learn how to plan, manage and succeed in different types of projects

Duration: 8h00

Format: In-person

Possible contributors: FRIEDHOFF Cornélia

EMS14

Crisis management

Content: This course covers the fundamentals of crisis management and business continuity planning. It highlights good communication practices in critical situations, and uses case studies to develop practical skills for dealing with the unexpected.

Duration: 8h00

Format: In-person

Possible contributors: BOVOLENTA Gabriel

EMS15

Controlling

Duration: 8h00

Format: In-person

Possible speakers: NON-DÉFINI Speaker

EMSexa

Review

Duration: 2h00

Training cross-functional specialists with the new ISFB Staff & Support certificate - Interview with Sylvaine Simms

Sylvaine Simms - Chief of Staff, Wealth & Asset Management Division (BCGE)

"This type of program provides a panoramic view of the bank. It allows participants to understand the links between all the major functions. It thus promotes a staff mentality."

Read the interview