Catalog Continuing education DAS Consulting and Distribution in Financial Services

Financial Services Consulting and Distribution SBA

Context

The DAS Consulting and Distribution in Financial Services is designed for experienced managers and specialists wishing to extend their cross-functional knowledge in customer relationship management and market analysis, and who are destined for management positions as well as front office banking functions.
It comprises two CAS courses of 12 ECTS credits each, plus a 6-credit dissertation:
- CAS Marketing et Communication dans les services financiers
- CAS Finance et Investissements
The program is designed to enable managers wishing to achieve a management position in the banking sector to take the two programs in succession.
This CAS course offers an overview of both fundamental and innovative themes in the investment field, as well as peripheral issues (financing, entrepreneurial services, wealth planning, etc.),

Key objectives

The knowledge and skills acquired in this DAS should enable the participant to acquire a tactical or strategic vision of how a bank or financial institution operates, so as to be able to:
- take part in an exploratory, informative or analytical discussion;
- exchange views with specialists or take note of their inputs (presentations, reports, etc.);
- make a well-founded decision, taking different parameters into account;
- assess the relevance of potential solutions and the state of the art of existing solutions;
- make justified proposals;
- monitor trends and the direction in which the theme is moving.

Target audience

- Industry: employees of the banking sector and, more broadly, of financial or para-financial institutions (independent managers, asset managers, financial industry consultants, banking outsourcing companies)
- people working in the front-office sector (direct contact with customers) or in the operations sector (no customer contact)
- anyone wishing to enter management positions in the financial sector, requiring a thorough understanding of customer solutions

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.

Reviews

Participation in a module on scientific research. Academic research (written dossier) and oral presentation. DAS in Consulting and Distribution in Financial Services. 30 ECTS credits.

Practical information

The DAS consists of two CAS courses worth 12 ECTS credits and a thesis worth 6 credits:

CAS Marketing and Communication in Financial Services
CAS Financing and Investment

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. In-person, alternating between the HEG Genève campus and the ISFB.

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.

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