SAQ recertification seminars

Once obtained, your SAQ certification is valid for three years.
To renew it, the ISFB offers you the opportunity to recertify by participating in a seminar of your choice.

You can register for a full 24-hour seminar or for 4-hour modules.

Seminar Content  


Seminar:ISFB x SPHERE Independent Fund Managers
In-person

Sphere

  • Regulatory update
  • IT Security Awareness
    in Small Organizations
  • Private equity for independent asset managers
  • Close the deal

Winter Seminar
Update on Financial Techniques
: Online
  • Financial news overview
  • Portfolio optimization
  • Credit solutions
  • Private markets
  • Alternative investments
  • Relationship Management


Spring Seminar: Regulatory Updates
In-person
  • Overview of regulatory developments
  • Sustainability and ESG
  • Operational risk and resilience
  • Compliance
  • Business development
  • EAR, FATCA, and Developments in Cryptoass


Summer Seminar: Update on Digital Finance
Online
  • Overview of digital banking
  • Data & Analytics
  • Machine Learning and AI
  • Cybersecurity
  • Blockchain
  • Cryptoactives

Fall Seminar
Customer Relationship Development
In-person
  • Customer acquisition
  • Understanding customer needs and argumentation
  • Forward planning and customer relations
  • Mediation and management of delicate situations
  • Close the deal
  • Customer relationship management

Be sure to complete the 24-hour recertification process in full while your certificate is still valid. Recertification certificates must be submitted to the SAQ via the Self Service Portal three months before your certificate expires.


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 to take a full seminar?

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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