ISFB Investment Advisor Certificate
Category
Private Banking & Asset Management
Level
Master's degree
Format
Presential
Duration
8 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Sébastien Leutwyler
Manager
Oscar Marano
Type
ISFB Certificates
Description
Prices & Admission
Content
Testimonials
Stakeholders
Context
Regardless of the structure and environment of the banking and financial industry, financial advice and optimal management of the client's assets will always be the foundation of the business. Whether the relationship is advisory, execution or discretionary management, whether the client is private or institutional, a solid mastery of the investment process, portfolio management and investment risks constitutes a decisive competitive advantage for banks as well as for asset managers and client advisors. This training will allow the participant to acquire the essential foundations of modern finance as well as the understanding of the key mechanisms that constitute the essential cornerstone of any investment decision.
Key objectives
1. Select and monitor securities and investment funds
2. Implement and define a customer-specific investment strategy
3. Design products and generate investment ideas
2. Implement and define a customer-specific investment strategy
3. Design products and generate investment ideas
Target audience
- Industry professionals (banks, GFIs) working in the investment field (asset management, private client advisory, portfolio management) who do not have CFA/CIWM-type training
- Industry professionals working with private or institutional clients and wishing to enhance their investment skills
- Industry professionals working with private or institutional clients and wishing to enhance their investment skills
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.
Reviews
The validation of the certificate is done through a written exam of the QCS type (simple choice questionnaire, one and only one correct answer) of 120 minutes. The emphasis is on understanding, application and the ability to analyze and solve concrete cases using the tools and methods seen in training. Candidates are allowed to consult course materials, appendices and personal notes (open-ended exam concept)
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 6,600
- Member : CHF 4'950.-
- HG / OCAS / OCE : CHF 3'300.-
- Training cheque: CHF 5'850.00
IA1
Equities - Fundamental analysis and selection principles
Contents: Equity typology and market behavior
Developed, emerging and frontier markets
Equity valuation methods
IPOs, SPOs and SPACS
Equity management strategies
Developed, emerging and frontier markets
Equity valuation methods
IPOs, SPOs and SPACS
Equity management strategies
Duration: 8h00
Possible speakers: YAU Ed
IA2
Bonds - Fundamental analysis and selection principles
Contents: Special bond instruments (high yield, leveraged loans, asset backed...)
Yield curve and link with economic cycles
Interest rate risk and measures
Credit risk and measures
Bond management strategies
Yield curve and link with economic cycles
Interest rate risk and measures
Credit risk and measures
Bond management strategies
Duration: 8h00
Possible speakers: RAMIREZ MORENO Ignacio
IA3
Derivatives - Option strategies and construction of structured products
Contents: Nomenclature of structured products
Construction of a structured product (leverage, barrier)
Selection of a product based on the market situation
Specific product risks
Pricing
Construction of a structured product (leverage, barrier)
Selection of a product based on the market situation
Specific product risks
Pricing
Duration: 8h00
Possible contributors: PATRY Anais
IA4
Alternatives - Fundamental analysis and selection principles
Contents: Characteristics of alternative investment
Classification of alternative asset classes
Yale model
Specific risks and sources of performance
How to select a fund
Classification of alternative asset classes
Yale model
Specific risks and sources of performance
How to select a fund
Duration: 8h00
Possible contributors: LEUTWYLER Sébastien
IA5
Portfolio management - Investment strategies and portfolio construction principles
Contents: Choosing your market vs. choosing your securities
Identifying and managing risk
Performance and risk measurement
Performance analysis and benchmarking
Identifying and managing risk
Performance and risk measurement
Performance analysis and benchmarking
Duration: 8h00
Possible contributors: SERBIT Julien
IA6
Portfolio management - Technical analysis and behavioral finance
Contents: Active, passive and absolute return strategies
Strategic and tactical asset allocation
Other strategies (core satellite, lazy portfolio, Yale minimum variance, etc.)
Economic cycles and investment choices
Strategic and tactical asset allocation
Other strategies (core satellite, lazy portfolio, Yale minimum variance, etc.)
Economic cycles and investment choices
Duration: 8h00
Possible speakers: MARINI Florian
IA7
Assets 2.0 - Introduction to next-generation assets
Contents: Technical analysis
Special situations: bubbles, corrections, consolidations, etc.
Special strategies: convergence, short selling, leverage
Use of derivatives to protect a position or optimize performance
Special situations: bubbles, corrections, consolidations, etc.
Special strategies: convergence, short selling, leverage
Use of derivatives to protect a position or optimize performance
Duration: 8h00
Possible contributors: MONCHAU Charles-Henry
IA8
Securitization - Investment and regulatory issues
Contents: Definition of a risk profile
Risk profile and customer typology models
Common behavioral biases
Consequences of biases on investment decisions
Risk profile and customer typology models
Common behavioral biases
Consequences of biases on investment decisions
Duration: 8h00
Possible speakers: PHILIPPE Irène
EXAISFB8
Investment Advisor Certificate exam
Duration: 2h00
Interview with Sébastien Leutwyler: the ISFB Investment Advisor Certificate, a practical and innovative training program to support the evolution of investment advice
Sébastien Leutwyler - Managing Partner & CIO (Capitalum Advisors)
How can we respond to the challenges of a constantly changing investment landscape? The ISFB Investment Advisor Certificate offers a pragmatic and innovative approach to equipping professionals with the tools and methodologies essential to their profession. Sébastien Leutwyler, Program Director, reveals the advantages of this training course, designed to support investment advisors in responding to new market trends.
Read the interview
Interview with Julien Serbit on the ISFB Investment Advisor certificate: a practical program for financial advisors.
Julien Serbit - Senior Investment Advisor (Prime Partners SA)
With over twenty years of experience in portfolio management, Julien Serbit has joined the ISFB team of lecturers for the ISFB Investment Advisor Certificate. His goal is to share practical knowledge gained in the field, demystify the inner workings of investing, and support private banking professionals in a rapidly changing environment. In this interview, he shares his career path, his vision of the current challenges facing the profession, and the strengths of this new certification program.
Read the interview
Ed YAU
Ed is Senior Fund Manager and Head of ESG at Piguet Galland
, Director of Engagement – Asia Research and Engagement, 2018
, Head of Research – Ellis Munro Asset Management, 2013
, Director of Engagement – Asia Research and Engagement, 2018
, Head of Research – Ellis Munro Asset Management, 2013
Ignacio RAMIREZ MORENO
A Fixed Income Advisor at Pictet, he is also a CFA charterholder. As a financial content creator on LinkedIn, he has built a community of around 46,000 followers interested in market news. Passionate about finance, he is particularly interested in the modernization of financial practices and innovation in the sector.
Anais PATRY
Anaïs Patry holds a BA (Hons) in International Business Administration from Nottingham Trent University (UK) and an MSc in Finance from EDHEC Business School (France). After starting her career in 2011 as a Credit and Market Risk Analyst at BNP Paribas (Paris), she gained solid experience in the investment field as a structured product salesperson (Leonteq (Monaco, Geneva), Vontobel (Geneva)) and portfolio manager at a Multi Family Office based in Geneva. She joined Banque Syz in March 2022 as an Investment Advisor with the aim of advising High and Ultra High Net Worth clients on cross-asset investment opportunities and managing the development of the Bank's structured product offering.
Sebastian LEUTWYLER
Sébastien est titulaire d’un Masters en économie de l’université de Genève, d’un MBA en Stratégie & Management de la Stockholm School of Economics et Hong Kong University et de la certification d’administrateur de sociétés de la Swiss Board School. Il est, par ailleurs, titulaire du Diplôme Fédéral d’Expert en Finance et Investissement, certifié CIWM (Certified International Wealth Manager), CAIA (Chartered Alternative Investment Analyst) et CESGA (certified ESG Analyst).
Julien SERBIT
Julien Serbit has been a member of Prime Partners' investment committee since 2016 and is co-head of asset allocation.
He is also a multi-asset and equity product manager.
Julien has over 20 years of investment experience with Lombard Odier, Pictet, Reyl, and Prime Partners.
He is also a multi-asset and equity product manager.
Julien has over 20 years of investment experience with Lombard Odier, Pictet, Reyl, and Prime Partners.
Florian MARINI
Florian Marini has 24 years of experience in wealth and asset management, serving private and institutional clients. He worked at Lombard Odier for 14 years as an equity mandate manager and co-manager of equity funds, with an absolute return approach for institutional clients. Since 2014, he has been CIO and fund manager at Bruellan. A graduate of HEC Geneva, he also holds CFA, CMT, CAIA, Certificate in ESG Investing, SCR, CWMA, and DAS in Commodity Trading certifications.
Charles-Henry MONCHAU
Charles-Henry Monchau joined Banque Syz as CIO in October 2021. Prior to joining the bank, he held senior positions at Dubai Investments (CIO), Deutsche Bank (Head of Asset Allocation for the bank in Europe and the Middle East), EFG Bank (CIO Europe), Rothschild Bank AG, Lombard Odier, and BNP Paribas. He also participated in the launch of a digital bank in Switzerland in 2020-2021.
Charles-Henry holds an Executive MBA from the Instituto de Empresa and an MSc in Finance from HEC Geneva.
Charles-Henry holds an Executive MBA from the Instituto de Empresa and an MSc in Finance from HEC Geneva.
Irene PHILIPPE
Irène Philippe began her career in 1997 at JP Morgan (Paris, then London) as a fixed income specialist, structuring debt for local authorities and companies. She then honed her skills in balance sheet structuring for insurers and banks. In 2006, she joined Société Générale AM/Lyxor to manage hedge fund partnerships (long-short equity, multi-strategies). In 2012, she became head of counterparty risk at Newedge (200+ CTAs). In 2015, she created Indosuez's alternative investment offering (global and Swiss). Since 2023, she has been head of Advisory Solutions Funds at Pictet Wealth Management.
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Master's degree
Format
Presential
Duration
8 non-consecutive days
Language
French
Location
ISFB Geneva premises
Director
Sébastien Leutwyler
Manager
Oscar Marano
Type
ISFB Certificates
Information
A question about this service? Our manager is at your disposal
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