Training Catalogue 2023

Catalog | Overview by theme

1

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