ISFB training courses2023-03-03T11:16:26+01:00

Training Catalogue 2023

The Basics | Overview by Type | Overview by Theme 

New courses

ISFB Family Officer Certificate

Mastering the multifactorial aspects of a key clientele, at the border between asset management and wealth management.

ISFB Retail & Corporate Banking Certificate

Specialize in retail banking for domestic customers and the full range of products.

ISFB Certificate in Banking Management and Adaptability

Work on your positioning as a middle or senior manager in order to better move and accompany your structure in the transitions to come.

ISFB Wealth Planner Certificate

Specialize in the discipline of wealth planning (retirement, investment, taxation, real estate).

At the forefront

ISFB Future of Finance Certificate

Project yourself into the world of digital banking, without having any initial IT skills, to better understand the challenges of tomorrow.

New entrant in the banking world?

The Swiss banking world in two days

During this short two-day training course, you will learn the essential elements of the Swiss banking world to get to know it better. An ideal course for anyone new to the world of work without specific banking training.

All our ISFB certificates

UAS training courses

International Trainings

Recertification SAQ CWMA

Développement des compétences sociales

TOP PRODUCT OF THE YEAR

ISFB CERTIFICATE IN SUSTAINABLE FINANCE

With more than 30,000 billion francs managed worldwide according to the principles of sustainability and a sustained annual growth, sustainable finance is today a major and unavoidable phenomenon. The marked interest of investors, the important changes in thinking as well as the adaptation of regulatory constraints encourage the industry to approach this theme with proactivity and professionalism. After giving the keys to reading this ecosystem, this training will address the different strategies that an institution can build to offer the client a solution that meets his objectives and preferences.

4 DAYS, CHF 3'550.- (MEMBER PRICE)

For more than 30 years...

For over thirty years, our Institute has been active in supporting skills development and career advancement within the banking industry.

As a professional association, we build our service offering specifically on your expressed needs. This is certainly our unique value proposition: we focus on maximizing the collective and individual competencies of our members, where the collective feels it is truly useful.

The Institute trains technical experts and also contributes to forging the managerial skills of tomorrow's middle and senior managers. This is why we have included a wide range of management training courses in our new catalog. You will find, for example, our Future of Finance Certificate, which allows all managers to project themselves into the world of digitalization without any initial IT skills in order to better understand the challenges of tomorrow, or our Certificate in Banking Management and Adaptability, which aims to develop the managerial profile of banking executives in an increasingly complex environment, by working in particular on their cognitive elasticity.

As a competence and career center, we complement our training offer with a personalized support service for your experts or executives who wish to develop a specific facet of their professional style. This is made possible with the help of the best professionals active in our industry, such as former HR managers and career development consultants.

The entire team of the Institute is looking forward to accompanying you in this new dynamic.

“Nous bâtissons notre offre de services spécifiquement sur l’expression de vos besoins. C’est là certainement une proposition de valeur qui nous est unique.”

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