SAQ update seminars

Once obtained, your SAQ certification is valid for three years. To renew it, you must obtain re-certification, either by attesting that you have the required skills, or by passing an examination, or by completing apprenticeship, training or teaching units.

Banking regulations: how up-to-date are you?

The regulatory landscape is changing... and so are your responsibilities. Don't take unnecessary risks. Sign up now!

Regulatory update seminar

Co-hosted by EasyReg, BDO and ISFB

6 x 0.5 days from May 14, 2025

Geneva / face-to-face

Reserve your place now

Stay compliant. Stay credible.

Thematic seminars

Also modularly accessible

 

 

 

SeminarContentFormatDetail

Winter seminar

Updating financial techniques

  • Portfolio optimization
  • Investment strategy
  • Swiss real estate market
  • Private markets
  • Business transfer
  • Investments
On lineDetails and registration

Spring seminar

Updating regulatory knowledge

  • Overview of legislative developments
  • Sustainability and ESG
  • Operational risk and resilience
  • Compliance update
  • Business development
  • Data Protection Act
Face-to-faceDetails and registration

Summer seminar

Digital finance update

  • Blockchain
  • Cybersecurity
  • Data & Anaytics
  • Cryptoactives
  • Machine Learning & AI
  • Crowdlending & Crowdfunding
On lineDetails and registration

Autumn Seminar

Customer relationship development

  • The impact of AI on customer relations
  • Customer relationship management
  • Negotiation
  • Understanding customer needs
  • Customer acquisition and canvassing
  • Close the deal
Face-to-faceDetails and registration

A brand collective,

several experts additional recognized by the market,

rooted in field reality among our members and partners:

That's why experts come to ISFB for re-certification rather than elsewhere. Through its collective brand, our offering stands out for its ability to bring together cutting-edge expertise, directly rooted in the realities of the field. Our lecturers, working within our member banks or strategic partners, draw their legitimacy not only from their technical expertise, but also fromthe central role they play within their structure. This model enables us to intervene with enhanced relevance, while federating knowledge to turn it into a powerful strategic lever at the service of our members and institutional clients.

4 different ways to keep your SAQ credits

Comprehensive thematic seminars, for specialists who want to stay perfectly up to date with the latest developments

We offer a complete solution: thematic update seminars, organized over 6 half-days of 4 hours each, totaling 24 hours of SAQ credits. These seminars enable you to maintain your CWMA, CP or CI SAQ Certification, by completing the entire seminar. Depending on the theme, seminars are organized either face-to-face, or online, live from our studio.

A modular approach, for specialists who wish to complete a re-certification process already underway with their employer

All our thematic seminars can also be taken in modules. You can register for one or more of the modules that make up our different seminars. Modular attendance entitles you to a certificate of attendance, which you can count towards your other CWMA, CP or CI re-certification measures, to obtain a total of 24 hours of re-certification.

A la carte" courses for member institutions

For member establishments, we offer an "à la carte" solution of individualized modules when the training involves several employees from the same establishment. This means, for example, that you don't have to take a seminar as a whole, but can put together your own seminar to suit your needs, but for several specialists at the same time. In this format, you can decide on the training location. See the specific product here.

ISFB recertifying certificates

Finally, the vast majority of our ISFB Certificates are recognized as SAQ re-certificates. The re-certification code and segment are indicated on the respective Certificates.

You don't want a complete package?

For our member banks, we offer several 4-hour modules outside our package solutions.

Compose your own intra-bank recertification package or select just one module

Offer reserved for our member banks. See our customized service here

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