Catalog Certifications Recertification seminar All profiles Digital Finance

Recertification seminar
All profiles
Digital finance

Context

This short, targeted training course enables banking industry professionals to keep up to date with the latest trends in digital finance.
Designed to meet the needs of bank employees as well as independent asset managers, it provides an effective update on the latest regulatory developments, ensuring compliance and mastery of market best practices.

Key objectives

This training leads to 24 SAQ re-certification points for the following accreditations:
- Certified Wealth Management Advisor (CWMA)
- Certified Individual Client Advisor (CI)
- Certified Private Client Advisor (CP)
- Certified Corporate Banker (CCoB)
- Certified Client Advisor (SME)
- Certified Client Advisor (AFF)

Target audience

- Bank managers and advisors, non-customer-facing banking executives, auditors
- Qualified executives
- Holders of one of the above SAQ certifications

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

You will receive a re-certification certificate at the end of the course.

Price

Public : CHF 3'535.-
Member : CHF 2'650.-

Admission requirements

The seminar can be taken as a whole or in modules:

Public price per module: CHF 730.00
Member price per module: CHF 550

SFN1

Overview of digital banking

Content: This module explores the digital transformation of the banking sector, focusing on changes in business models, the integration of new technologies (AI, cloud computing, automation), and the associated challenges: cybersecurity, regulatory compliance, change management, and skills development.

Duration: 4h00

Format: Online

Possible contributors: FININI Lino

Individual price :

Public: CHF 730
Member: $550

SFN2

Data & Analytics

Content: Learn about:
The fundamentals of data (terminology, value chain, etc.)
Data risk management
Data collection and integration, Data Management
Data protection and regulatory compliance

Duration: 4h00

Format: Online

Possible speakers: NEMOND Marie

Individual price :

Public: CHF 730
Member: $550

SFN3

Machine Learning and AI

Content: "New Trends" workshop on the application of artificial intelligence in finance.

Duration: 4h00

Format: Online

Possible contributors: LAZAREVIC Sasha

Individual price :

Public: CHF 730
Member: $550

SFN4

Cybersecurity

Content: "New Trends" workshop on the inherent risks of crime specific to digital finance.

Duration: 4h00

Format: Online

Possible speakers: FONTIGNIE Jacques

Individual price :

Public: CHF 730
Member: $550

SFN5

Blockchain

Content: "New Trends" workshop on blockchain, its mechanisms, legislation, and its applications in the field of financial asset tokenization.

Duration: 4h00

Format: Online

Possible contributors: PIGNON Vincent

Individual price :

Public: CHF 730
Member: $550

SFN6

Cryptoactives

Content: "New Trends" workshop on the digitization of finance and its impact on new categories of digital assets, such as digital currencies and crypto assets (tokenization).

Duration: 4h00

Format: Online

Possible contributors: PIGNON Vincent

Individual price :

Public: CHF 730
Member: $550

Lino FININI

Lino began his career at Banque Indosuez, where he spent eight years in software development and systems maintenance. This period confirmed his decision to turn his passion for IT into his profession. He then joined Lasercom (now Vilt), where he spent five particularly rewarding years traveling across Europe, putting his IT expertise at the service of banks and insurance companies. He supported and trained new employees and provided clients with integrated solutions designed specifically for their needs. He left the company with numerous successful software and hardware implementations under his belt, as well as solid managerial experience. When he joined the Swissquote Group, he was ready to take on the challenge of creating a bank from scratch. For 22 years, he played a key role in operations management, developing extensive expertise in several areas.

Marie NEMOND

Marie Nemond is Executive Director at Pictet within the Technology & Operations division. In her nine years at Pictet, she has held several roles related to the deployment of the Group's data strategy (Data Platform Manager, Group Chief Data Officer, Head of Business Insights and Analytics). Before joining Pictet, Marie was Associate Partner at Oliver Wyman in the Financial Services and Organization and Transformation practices. She is a graduate of ESSEC Business School and Sciences Po Paris.

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.

Jacques FONTIGNIE

Jacques Fontignie is a cybersecurity professional with extensive experience in defining and implementing information security strategies in complex and highly regulated IT environments. His expertise covers risk management, security architecture, and compliance with key frameworks and regulations such as NIST, GDPR, DORA, and FINMA.

Vincent PIGNON

Founder & Executive Chairman of Wecan Group, Vincent is a serial entrepreneur active in the field of finance and technology. Previously, he was Digital Advisor to the State of Geneva and Director of the Entrepreneurship Certification Program at the Geneva University of Applied Sciences. Vincent holds a PhD and two Master's degrees in Science.