Training Catalogue

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
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
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

Support and Back-office

Training Duration Member price
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 4'750.00/day for 12 people

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

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

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 CWMA
Package 2 CWMA

CP Package

CI Package

SME Package

CCoB Package

 24 hours CHF 2'650.00
Recertification package (INTRA group) 24 hours CHF 13'320.00