Training Catalogue 2023
Catalog | Overview by theme
Wealth Management
| 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 850.00 |
| ISFB Wealth Planner Certificate | 10 days | CHF 6'950.00 |
| CAS HES in Banking Marketing and Distribution * | 11 days | CHF 7'950.00 |
| ISFB Future of Finance Certificate | 6 days | CHF 4'950.00 |
* Training given in partnership with HES Kalaidos University of Applied Sciences.
Asset Management
| Training | Duration | Member price |
|---|---|---|
| ISFB Family Officer Certificate | 8 days | CHF 4'950.00 |
| 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 |
| ISFB Future of Finance Certificate | 6 days | CHF 4'950.00 |
Retail and Corporate Banking
| Training | Duration | Member price |
|---|---|---|
| ISFB Retail and Corporate Banking Certificate | 14 days | CHF 5'950.00 |
| ISFB Certificate Credit Specialist | 12 days | CHF 7'950.00 |
| ISFB Wealth Planner Certificate | 10 days | CHF 6'950.00 |
| CAS HES Corporate Banking*. | 12 days | CHF 7'950.00 |
| ISFB Proficiency | Review | CHF 1'800.00 |
| Introduction to SME financing | 1 day | CHF 850.00 |
* Training given in partnership with HES Kalaidos University of Applied Sciences.
Support and Back-office
| Training | Duration | Member price |
|---|---|---|
| CAS HES Banking Operations Management* (HES) | 11 days | CHF 7'950.00 |
| ISFB Certificate as a Regulatory Specialist | 8 days | CHF 5'250.00 |
| ISFB Future of Finance Certificate | 6 days | CHF 4'950.00 |
| The Swiss banking world | 2 days | CHF 1'700.00 |
| Computer security | 1 day | CHF 850.00 |
| ISFB Proficiency | Review | CHF 1'800.00 |
* Training given in partnership with HES Kalaidos University of Applied Sciences.
Law, Risk and Compliance
| Training | Duration | Member price |
|---|---|---|
| ISFB Compliance Officer Certificate | 6 days | CHF 5'250.00 |
| ISFB Certificate as a Regulatory Specialist | 8 days | CHF 5'250.00 |
| ISFB Proficiency | Review | CHF 1'800.00 |
| MiFID/LSFin | 1 day | CHF 850.00 |
| Banking Law | 2 days | CHF 1'700.00 |
Management
| Training | Duration | Member price |
|---|---|---|
| ISFB Certificate in Banking Management and Adaptability | 9 days (+ 3 options) | CHF 5'950.00 |
| ISFB Future of Finance Certificate | 6 days | CHF 4'950.00 |
| 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 |
SAQ Certifications and Recertifications
| 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) Package 1 Package 2 |
24 hours | CHF 2'650.00 |
| Recertification package (INTRA group) | 24 hours | CHF 13'320.00 |