Training Catalogue 2023
Catalog | Overview by type

ISFB Certificates
Training | Duration | Member price **. |
---|---|---|
ISFB Private Banking Certificate | 14 days | CHF 5'950.00 |
ISFB Investment Advisor Certificate | 8 days | CHF 4'950.00 |
ISFB Family Officer Certificate | 6 days | CHF 4'950.00 |
ISFB Wealth Planner Certificate | 10 days | CHF 6'950.00 |
ISFB Retail and Corporate Banking Certificate | 14 days | CHF 5'950.00 |
ISFB Future of Finance Certificate | 6 days | CHF 4'950.00 |
ISFB Certificate Credit Specialist | 12 days | CHF 7'950.00 |
ISFB Certificate as a Regulatory Specialist | 8 days | CHF 5'250.00 |
ISFB Compliance Officer Certificate | 7.5 days | CHF 5'250.00 |
ISFB Certificate in Banking Management and Adaptability | 9 days (+3) | CHF 5'950.00 |
ISFB Certificate Specialist in Sustainable Finance | 4 days | CHF 3'550.00 |
CAS/DAS/MAS courses
Training | Duration | Member price **. |
---|---|---|
CAS HES in Banking Marketing and Distribution*. | 11 days | CHF 7'950.00 |
CAS HES Corporate Banking*. | 12 days | CHF 7'950.00 |
CAS HES Banking Operations Management* (HES) | 11 days | CHF 7'950.00 |
* Training given in partnership with HES Kalaidos University of Applied Sciences.
International Certifications
Training | Duration | Member price **. |
---|---|---|
Preparation for CAIA I certification | 39 hours | CHF 3'060.00 |
CFA ESG certification preparation | 21 hours | CHF 2'450.00 |
CFA I certification preparation | 72 hours | CHF 4'490.00 |
SAQ certifications and recertifications + non-eligible alternatives
Training | Duration | Member price **. |
---|---|---|
General review for the written exam (INTRA group) | 1.5 day | CHF 7'350.00 |
Oral preparation for SAQ certification (INTRA group) | 1 day | CHF 4'950.00 |
Recertification package (individual) Recertification Package 1 Recertification Package 2 |
24 hours | CHF 2'650.00 |
Recertification package (INTRA group) | 24 hours | CHF 13'320.00 |
ISFB Proficiency (not SAQ eligible) | Review | CHF 1'800.00 |
Short courses
Training | Duration | Member price **. |
---|---|---|
Introduction to SME financing | 1 day | CHF 850.00 |
The Swiss banking world | 2 days | CHF 1'700.00 |
Computer security | 1 day | CHF 850.00 |
MiFID/LSFin | 1 day | CHF 850.00 |
Banking Law | 2 days | CHF 1'700.00 |
Prospective and analytical techniques | 1 day | CHF 850.00 |
Elegance and good manners in front of the customer | 1 day | CHF 850.00 |
Quality of the reception to the service of the customer | 1 day | CHF 850.00 |
Stress prevention | 1 day | CHF 850.00 |
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 a value proposition that is unique to us: we focus on maximizing the collective and individual competencies of our members, where the collective feels it is truly useful.
Our offer is essentially intended for our members. However, the offer can be extended to non-member institutions registered in the Swiss commercial register, as well as to private individuals residing or working for a Swiss institution, with a price increase of 25% on the posted rate.
Not a member
- Non-member prices are the posted member prices plus a 25% surcharge.
Member
- The member prices apply to the member institutions of the ISFB and their employees.