Catalog Continuing education Understanding the Swiss social insurance system

Understanding the Swiss social insurance system

Context

The Swiss social insurance system is a fundamental pillar of social protection, covering old age, disability, illness, accidents, unemployment, and family allowances. This legal framework is constantly evolving and requires an up-to-date understanding of its principles, how it works, and the rights and obligations it entails for insured persons, employers, and institutions. This short course provides a quick overview of the Swiss social insurance system, explaining its key mechanisms and practical implications. It offers targeted skills development, significant time savings, and a better ability to act, advise, or make decisions in accordance with current legislation in a professional context.

Target audience

HR managers, payroll administrators, insurance consultants, social workers, and anyone wishing to deepen their understanding of Switzerland's social security and pension systems. This training program is ideal for cross-border workers employed in French-speaking Switzerland.

Possible evolution

ISFB Private Banking Certificate or ISFB Management Assistant Certificate

Price

Public: CHF 400.00
Member: CHF 400.00
HG / OCAS / OCE: CHF 400

CSASS1

The Swiss AVS, AI, and APG systems

Content: The AVS, AI, and APG systems form the basis of the first pillar of Swiss social security and play a central role in social security for both employees and employers. They aim to guarantee a basic income in the event of old age, disability, or loss of earnings due to military service, maternity, or paternity. This short course provides a clear and up-to-date understanding of how the AVS, AI and APG systems work, their legal basis, and the rights and obligations that arise from them. It offers a practical and comprehensive approach, facilitating the concrete application of the rules in everyday professional life and strengthening the ability to inform, advise, and make decisions in accordance with the legal framework in force.

Format: Online

Possible speakers: GALLEGOS Albert

CSASS2

The LPP - Occupational Pension Plans in Switzerland

Content: The LPP is the second pillar of Swiss occupational pension provision and aims to supplement the AVS/AI in order to enable insured persons to maintain an appropriate standard of living in the event of retirement, disability, or death. It operates on the basis of specific rules governing membership, contributions, benefits, and coordination with other social insurance schemes. This short course provides a clear and structured understanding of the legal framework of the LPP, its essential mechanisms, and its practical implications. It offers the keys to correctly applying legal provisions, securing professional practices, and strengthening the ability to inform, guide, and advise in a compliant and relevant manner.

Format: Online

Possible speakers: Danièle Felley

Social insurance: the invisible mistakes that cost a lot

Albert Gallegos and Danièle Felley, ISFB lecturers

Social insurance and occupational pension plans are often taken for granted, even considered automatic. However, numerous errors, approximations, or half-truths can have very real consequences on the rights of insured persons and the quality of advice provided. In this joint interview, Albert Gallegos and Danièle Felley, both ISFB lecturers, share their insights from the field: common mistakes, blind spots, sensitive situations, and essential professional reflexes for securing AVS/AI/APG and LPP coverage for both insured persons and employers.

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Albert GALLEGOS

A Swiss lawyer with a Master's degree in international law from the University of Lausanne, he holds an MBA from HEC-Unil Lausanne and a Certificate in Entrepreneurship from the University of Neuchâtel. He also holds the title of Certified Wealth Management Advisor (
) from SAQ Swiss Association for Quality.

He has extensive experience in financial planning (taxation, pensions, investments, real estate, matrimonial and inheritance law), gained while working at a bank as director of the Wealth Solutions business unit.

He regularly publishes articles on financial issues and leads seminars and conferences. He is also co-author of the books "Le guide de votre prévoyance" (Your Pension Guide) and "Guide de vos finances personnelles" (Your Personal Finance Guide).

Danièle FELLEY

Danièle Felley is a specialist in occupational pension plans, specializing in pension fund analysis and impartial advice to individuals and companies. Holder of a federal certificate in occupational pension plans, she also made her mark in the banking world by becoming one of the first women to hold management positions.