Contributing to the reputation of the skill
Participation in research
Publication of the ISFB 2024 Annual Report: focusing on collective excellence
The Institute Annual report 2024: course...
Interview with Julien Serbit on the ISFB Investment Advisor certificate: a practical program for financial advisors.
The Institute Interview with Julien Serbit...
Interview with Sébastien Leutwyler: the ISFB Investment Advisor Certificate, a practical and innovative training program to support the evolution of investment advice
The Institute Interview with Sébastien Leutwyler...
Interview with Damien Repond: SAQ certification, a strategic asset for banks.
L'Institut Interview with Damien Repond:...
Interview with Danièle Felley: Guaranteeing Financial Advisor Excellence with ISFB SAQ CWMA Certification
L'Institut Interview with Danièle Felley:...
Review of regulatory changes at the start of 2025
ISFB Insight Review of changes...