• Certifying Course

Credit Specialist

Loans and financing, Wealth management

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Next certificate course

  • Credits (introduction) on: April 3/4, 2023
  • 2 evenings
  • 6:00 pm to 9:30 pm

Context / Issues

Better known internationally for their wealth management capabilities, the historical business of Swiss banks has always been credit.

Today this credit activity is quantitatively as well as qualitatively significant and varied both from the point of view of the customers concerned and the different solutions that can be offered to customers.

Credit is a key driver of economic activity and a key product for wealth management.

With access to capital markets becoming more and more democratic and the maturation of alternative tools and techniques (participative financing, securitisation, etc.), mastery of credit activities is becoming a key skill for players in the banking and financial industry, but also for clients who are heavily involved in activities in which financing plays a pivotal role (trading, real estate, etc.)

Through solid theoretical foundations as well as numerous practical cases and document studies drawn from reality and current events, this certificate reviews the most important forms of bank financing for both individuals and companies, highlighting key features, pricing, documentation and risk aspects.

Objectives

  • To know the main characteristics of various forms of financing
  • Analyze a file and collect the necessary documentation
  • Identify and manage the risks inherent in a credit file
  • Offer a customer the right product according to his needs and expectations

Benefits

  • Certificate recognised by the financial centre
  • Based on practical application
  • Specialist speakers with proven professional experience
  • Focused on the banking sector
  • Reduced number of staff and personalised support
  • Homogeneity of needs and level of participants
  • Examination at the end of training

Training material

All documentation is provided in electronic format (pdf file).
Each participant receives it, at least 5 days before the training, in his personal space on the ISFB website. It remains available there for the duration of the training.

The participant may also order the paper version of the documentation at a flat rate of CHF 20.00 per day of training. In this case, it will be delivered on the first day of the course.

This rate is applicable for all orders placed at least 48 hours before the date of the course concerned. For any order made less than 48 hours before the date of the course, the rate applied will be CHF 50.00 / day of training.

Training themes

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  • MCQ exam (120 min. - "open-book"):
    6:00 p.m. to 8:00 p.m. February 16, 2023
Exam schedule

Testimonials

Challenging yourself, challenging your own certainties, updating your knowledge, discovering unexplored financial activities, arming yourself to build your future, constantly exchanging with confirmed experts, all in a relaxed atmosphere conducive to the acquisition of knowledge directly useful for your daily work: these are the objectives that can be achieved by actively participating in the MAS HES in Banking & Finance of the ISFB.

D. Andrey, Chairman of the Board

In a banking world that is constantly changing and has recently been jostled by new disruptors, it is becoming imperative for organizations and individuals alike to get out of their comfort zone and rethink the way they operate. Faced with this challenge, the wealth of the MAS in Banking & Finance allowed me to acquire all the agility I needed to respond to such a changing environment. Based on a clever mix of the banking world and new technologies, this training provides the expertise and vision that everyone needs to evolve in the world of today and tomorrow.

B. Jolissaint, Branch Manager

The organization, the subjects studied, the exchanges and the quality of the speakers made this training an enriching experience not only from a professional but also from a personal point of view. Also, the topics covered gave me a better understanding of the problems that our field will have to face in the future. Indeed, while it is crucial to keep an open mind and be attentive to the environment around us, the knowledge acquired here will provide a solid basis for reflection when making important decisions.

N. Scuderi, Senior Officer at Mirabaud Group

The skills acquired from the speakers in the ISFB MAS training have given me a better understanding at the strategic level while taking into account the impact of new technologies on the trades. In addition, the management courses clearly showed me that the key is in adaptation, innovation and agility. In addition to my professional qualifications, I will thus be able to make a constructive contribution to the bank's development.

R. Müller, Independent Private Banking Consultant

The promises were kept, both in terms of the quality of the speakers and the material. Bravo and thank you.

E. Beney, LGT BANK

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