Trainings

Analyse, build & optimise a portfolio

If, for some people, investment and portfolio management is an art, it is nevertheless an activity that can be ...

  • 6 December 2022
  • 1 day
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Banking & Finance - Diploma of Advanced Studies (DAS)

The candidate chooses 2 Certificate of Advanced Studies (CAS) from the 3 CASs according to his professional background and interests ...

    Banking & Finance - Master of Advanced Studies (MAS)

    It is possible to start the DSS at any time and by the CAS that the participant wishes to follow in ...

      Stock exchange and shares - introduction

      Every day, more than 200 billion are traded on the world's stock exchanges, while the volume of bonds, bonds and other debt instruments ...

      • March 6/7, 2023
      • 2 evenings
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      Compliance - introduction

      The international pressure exerted on Switzerland and the specific nature of its banking secrecy has led in recent years to the ...

      • March 27/28, 2023
      • 2 evenings
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      Applied compliance: clients & transactions

      The multiplication of rules of conduct in the financial field sometimes makes it difficult to read the regulations, as well as the importance ...

      • December 7/13, 2022 and January 11/18, 2023
      • 4 days
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      Compliance applied: suitability

      The issue of banking compliance has historically focused on aspects related mainly to the client (identification, determination of the beneficial owner, etc.).

      • February 6, 2023
      • 1 day
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      Compliance officer

      A thorough and extensive knowledge of the aspects related to banking compliance is nowadays a key skill in the field of banking ...

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        Preparatory Course - Chartered Financial Analyst® (CFA) ESG Investing

        With over 30,000 billion in ESG assets under management and a double-digit growth rate, ESG has become a major player in the global economy.

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          Preparatory Course - Chartered Financial Analyst® (CFA) Level I: FFPC session

          In its 60 years of existence, the Chartered Financial Analyst (CFA)® has become the most recognized professional certification in the world.

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            Preparatory course - Chartered Financial Analyst® (CFA) level II

            In its 60 years of existence, the Chartered Financial Analyst (CFA)® has become the most recognized professional certification in the world.

              Preparatory course - Chartered Financial Analyst® (CFA) level III

              In its 60 years of existence, the Chartered Financial Analyst (CFA)® has become the most recognized professional certification in the world.

                Credits (Introduction)

                The first historical activity of banks, loans are still one of the most important operations in terms of volume, and today, ...

                • April 3/4, 2023
                • 2 evenings
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                Credit to private customers

                The first historical activity of banks, loans are still one of the most important operations in strategic and financial terms, and are one of ...

                • May 15/16, 2023
                • 2 evening
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                Crypto assets: FFPC session

                The first blockchain was created in 2008 (in the midst of the financial crisis) by Satoshi Nakamoto and gave rise to the ...

                • 8 December 2022
                • 0.5 day
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                Currencies - introduction

                With a daily trading volume in the thousands of billions of CHF, the foreign exchange market is the most important ...

                • February 13/14, 2023
                • 2 evenings
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                Digital banking - Certificate of Advanced Studies (CAS)

                What will tomorrow's bank look like and how to participate in its construction ? The innovations and the " digitalization " are in ...

                  Banking Law

                  The growing complexity of acquiring an increasingly diversified and atypical clientele, of banking operations, of systemic and integrated ...

                  • January 25 and February 1, 2023
                  • 2 days
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                  Banking law - introduction

                  The legal aspects constitute the framework of the banking activity. In Switzerland, the rules are issued at the state level and ...

                  • June 13/14, 2023
                  • 2 evenings
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                  Economics - banking and financial systems

                  Understanding what a bank is in the modern world, its operating principles and its role in the economy is an essential part of any bank's ...

                  • February 7/9, 2023
                  • 2 evenings
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                  Evaluating customer behaviour in the markets

                  While the laws and theories that characterise finance and investment are primarily mathematical and rational, those who make them are not.

                  • 14 December 2022
                  • 1 day
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                  Moving in the financial markets

                  The market can stay irrational longer than you can stay solvent: this famous credo sums up the whole ...

                  • 13 December 2022
                  • 1 day
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                  Sustainable Finance - Introduction

                  Circular economy, biodiversity, climate change, mobility, decarbonation, inclusion économique : these are some of the many challenges facing the planet...

                  • April 24, 2023
                  • 1 evening
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                  Banking Taxation - Introduction

                  The Swiss banking world has witnessed unprecedented developments since the financial crisis of 2008, with an unprecedented ...

                  • May 30/31, 2023
                  • 2 evenings
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                  Investment Funds - Introduction

                  It is empirically known that optimal asset allocation is the determining factor in the performance of a portfolio, prior to the selection of ...

                  • March 13/14, 2023
                  • 2 evenings
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                  Alternative Investments - Introduction

                  Although some alternative strategies are older than their traditional counterparts, they are still not well known. However, the assets ...

                  • June 6/7, 2023
                  • 2 evenings
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                  Digital & financial innovation

                  Since the first coin was produced 2500 years ago, finance has always relied on the use of coins.

                  • May 2, 2023
                  • 1 evening
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                  Investment advisor

                  Regardless of the structure and environment of the banking and financial industry, financial advice and the optimal management of client assets ...

                    REGISTRATION
                    Leadership & Banking Management - Certificate of Advanced Studies (CAS)

                    For almost a century, economic history and empirical studies have confirmed that the quality of management is the most important variable in the management of a company...

                      Leadership & management in banking - Certificate of Advanced Studies (CAS) : FFPC session

                      For almost a century, economic history and empirical studies have confirmed that the quality of management is the most important variable in the management of a company...

                        Banking Marketing & Distribution - Certificate of Advanced Studies (CAS)

                        What will tomorrow's bank look like and how can we help build it? Mastering the marketing aspects, ...

                          Obligations - Introduction

                          Whether it is the exponential growth in the number of borrowers or the multiplication of investment products and vehicles, the bond market has become an increasingly ...

                          • February 14/16, 2023
                          • 2 evenings
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                          Banking Management - Certificate of Advanced Studies (CAS)

                          The CAS in Banking Operations Management focuses on the contemporary problems of operations such as blockchain, blockbuster, and the ...

                            Private banking

                            Digitalisation, generational changes, macroeconomic environment, regulatory risks, sustainability: the challenges and disruptive aspects have never been so numerous...

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                              Derivatives and Structured Products - Introduction

                              Derivatives play a key role in the financial field because of their central role in the entire strategy of the company.

                              • May 22/23, 2023
                              • 2 evening
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                              Technology regulation: FFPC session

                              Financial technology companies operate within a legal framework that is constantly evolving to adapt to these technologies. The interpretation of the ...

                              • 8 December 2022
                              • 0.5 day
                              REGISTRATION
                              Risk, legal & compliance

                              A thorough and extensive knowledge of the aspects related to banking compliance is nowadays a key skill in the field of banking ...

                                REGISTRATION
                                Selecting & implementing an investment strategy

                                The last decade has been characterised by a major wave of innovation in terms of investment solutions and increased sophistication.

                                • 7 December 2022
                                • 1 day
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                                Investment & Financing Solutions - Certificate of Advanced Studies (CAS)

                                This course offers a panoramic review of the themes and issues related to client advisory activities such as investments, ...

                                  Credit Specialist

                                  More known internationally for their asset management capabilities, the historical activity of Swiss banks has always been based on the management of their clients' ...

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                                    Digital Finance Specialist: FFPC session

                                    The ISFB Certificate in Digital Investing is eligible for SFFP funding in its entirety - the courses that make up the certificate are ...

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                                      Investment Strategy - Introduction

                                      Whether the client is managed as an advisory mandate or a discretionary mandate, the process of ...

                                      • March 20/21, 2023
                                      • 2 evenings
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                                      Alpha trading

                                      Negotiations are part of everyday life, both in the private and professional spheres. To think that good negotiators are born ...

                                        ESG Analysis & Impact Measurement

                                        ESG analysis In recent years, there has been a strong acceleration in the integration of extra-financial factors, in addition to the ...

                                          ESG Analysis & Impact Measurement: FFPC session

                                          ESG analysis In recent years, there has been a strong acceleration in the integration of extra-financial factors, in addition to the ...

                                            Global asset analysis: refresh & apply

                                            More than 30 modules to choose from to enable you to renew the validity of your SAQ certification for 3 new years.

                                              -15%
                                              World Economic Analysis and Outlook: refresh & apply

                                              More than 30 modules to choose from to enable you to renew the validity of your SAQ certification for 3 new years.

                                                FATCA / IQ applications

                                                US tax law has a direct impact on the treatment of customers of financial institutions, on the one hand by introducing an obligation to identify ...

                                                  Global customer approach

                                                  Regardless of the technical competence of the person involved or the level of his service and products, the quality of a ...

                                                    Legal aspects of digital finance

                                                    Digitalisation, Dematerialisation, Decentralisation, Disintermediation. The four "Ds" have changed the landscape of traditional finance, long dominated by financial institutions.

                                                      Cognitive bias: the mechanics of client decision making

                                                      When making financial decisions, one would tend to imagine a client making decisions in the most efficient way possible.

                                                        Blockchain

                                                        In its simplest expression, the blockchain is a new technology for storing and transmitting information without a centralized organ...

                                                          Blockchain: FFPC session

                                                          In its simplest expression, the blockchain is a new technology for storing and transmitting information without a centralized organ...

                                                            Legal & policy framework for sustainable finance

                                                            Active ownership is one of the strategies used by many institutional investors around the world.

                                                              Legal & strategic framework for sustainable finance: FFPC session

                                                              Active ownership is one of the strategies used by many institutional investors around the world.

                                                                Commodity trading & shipping - Introduction and overview

                                                                The world of Commodity Trading and Shipping is as diverse as it is complicated. Each transaction can involve multiple methods ...

                                                                  Accounts & payment methods

                                                                  Payment traffic is a vital part of the banks' business, with issues covering the management of ...

                                                                    Tax compliance for banking customers

                                                                    Simply complying with current tax legislation is no longer enough, as Swiss banks have learned to their detriment, particularly in the case of ...

                                                                      Preparatory course - Chartered Alternative Investment Analyst® (CAIA) level I

                                                                      Founded in 2002 jointly by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Market (CISDM), ...

                                                                        Preparatory course - Chartered Alternative Investment Analyst® (CAIA) level I: FFPC session

                                                                        Founded in 2002 jointly by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Market (CISDM), ...

                                                                          Preparatory course - Chartered Alternative Investment Analyst® (CAIA) level II

                                                                          Founded in 2002 jointly by the Alternative Investment Management Association (AIMA) and the Center for International Securities and Derivatives Market (CISDM), ...

                                                                            Preparatory Course - Chartered Financial Analyst® (CFA) Level I

                                                                            In its 60 years of existence, the Chartered Financial Analyst (CFA)® has become the most recognized professional certification in the world.

                                                                              Credits - Special cases

                                                                              At the end of this course, participants will be able to: Understand the different types of financing for real estate developments (advance rates, interest rates, ...

                                                                                Credits - Introduction

                                                                                The first historical activity of banks, loans are still one of the most important operations in terms of volume, and today, ...

                                                                                  Mortgage Credits

                                                                                  At the end of this course, participants will be able to: Differentiate between types of buildings, ownership and financing Explain the ...

                                                                                    Mortgage credits - Case studies

                                                                                    Following on from the modules Real Estate Financing and Mortgage Loans, the Case Studies module aims to monitor and evaluate the ...

                                                                                      Syndicated loans

                                                                                      Depending on its size, financial strength, experience and organisation, a company may have ...

                                                                                        Create a suitable structured product

                                                                                        Structured products have been an integral part of the investment landscape for almost two decades and, through the combination of a variety of products, ...

                                                                                          Cross border

                                                                                          The course is intended to provide an overview of the regulatory issues and risks associated with the cross-border activity of a service provider. …

                                                                                            Cross Border: refresh & apply

                                                                                            More than 30 modules to choose from to enable you to renew the validity of your SAQ certification for 3 new years.

                                                                                              Crowdlending & crowdfunding

                                                                                              Crowdfunding and crowdlending are currently experiencing significant growth and development in the field of equity and debt financing, with a growing number of companies ...

                                                                                                Crowdlending & crowdfunding: FFPC session

                                                                                                Crowdfunding and crowdlending are currently experiencing significant growth and development in the field of equity and debt financing, with a growing number of companies ...

                                                                                                  Cryptoactives

                                                                                                  The first blockchain was created in 2008 (in the midst of the financial crisis) by Satoshi Nakamoto and gave rise to the ...

                                                                                                    Cybersecurity

                                                                                                    After the progressive and vertiginous automation of banking processes during the 3rd industrial revolution and the generalization of "New Information and Communication Technologies" (NICTs), the ...

                                                                                                      Cybersecurity: FFPC session

                                                                                                      After the progressive and vertiginous automation of banking processes during the 3rd industrial revolution and the generalization of "New Information and Communication Technologies" (NICTs), the ...

                                                                                                        Data & analytics

                                                                                                        The quantitative explosion of digital data is forcing new ways of seeing and analysing the world and opening up new fields of research....

                                                                                                          Data & analytics: FFPC session

                                                                                                          The quantitative explosion of digital data is forcing new ways of seeing and analysing the world and opening up new fields of research....

                                                                                                            Currencies

                                                                                                            With a daily trading volume measured in trillions of CHF, the foreign exchange market is the most ...

                                                                                                              Automatic exchange of information (EAR/CRS)

                                                                                                              The automatic exchange of information (EAR or SRC) came into force in Switzerland on 1 January 2017 and is intended to ...

                                                                                                                Economy - the Swiss banking world

                                                                                                                This course provides a global understanding of the world of banking, its vocabulary, its professions, its challenges and its challenges in a short period of time, and ...

                                                                                                                  Fintech ecosystem

                                                                                                                  A contraction of the words finance and technology, fintech is today at the heart of the financial industry's strategic concerns and discussions ...

                                                                                                                    Fintech ecosystem: FFPC session

                                                                                                                    A contraction of the words finance and technology, fintech is today at the heart of the financial industry's strategic concerns and discussions ...

                                                                                                                      Issues and context of sustainable finance

                                                                                                                      Before reviewing different sustainable investment solutions, it is important to understand the origins and drivers of sustainable investing.

                                                                                                                        Issues and context of sustainable finance: FFPC session

                                                                                                                        Before reviewing different sustainable investment solutions, it is important to understand the origins and drivers of sustainable investing.

                                                                                                                          International mutual legal assistance

                                                                                                                          International mutual assistance has undergone major changes in recent years, in particular as a result of the desire for greater transparency in the international ...