Training for GFI
Qualified managers of authorized establishments are responsible for defining appropriate continuing training for themselves and their staff.
The training institute's ability to meet this obligation is an essential selection criterion. This ability is based on its solid institutional reputation, the diversified expertise of its trainers, and compliance with rigorous quality standards.
Founded in 1987, the ISFB is the leading professional association for banks and financial institutions in French-speaking Switzerland. It brings together over fifty institutions in a collective committed to developing the skills of the financial sector.
Following a decision by its last Annual General Meeting, the ISFB has opened up its ecosystem to Independent Asset Managers (IAMs), key players in the French-speaking financial centre, who can now access all its services and training programs.
In line with this commitment to excellence, ISFB has joined forces with SPHERE, the media and reference platform for the wealth management industry, to create an exclusive training program that meets the requirements of management qualification and continuing education for wealth managers.
The ISFB x SPHERE program offers pragmatic and inspiring training courses, designed to meet the strategic, regulatory and entrepreneurial challenges facing GFIs. Priced accordingly, they offer privileged access to the high-level expertise of ISFB and its partners during themed half-days of face-to-face training, with an emphasis on exchange and experiential learning.
ISFB x SPHERE independent manager seminars
Update program offered in partnership with SPHERE magazine, designed specifically for independent managers.
Other services that might interest you
Preparing for CWMA SAQ certification
Program for future RMs in the banking sector, which can also be taken by independent managers
Update and recertification SAQ CWMA
Seminars for RMs in banking institutions, which can also be attended by independent managers
Become an ISFB member
Benefit from ISFB Member advantages for your organization and all your employees.