BANKING & FINANCE COURSES

TAILORED SOLUTIONS FOR BANKS, ASSET MANAGERS, FAMILY OFFICES, CORPORATES & COURSE PROVIDERS

Are you in search of specialized courses in Banking & Finance or in need of expert consulting services? Look no further! We offer comprehensive solutions tailored to your needs

• Typically 4 or 5 days courses (we do the development and/or the delivery) covering a large set of themes in Banking and Finance - also for continuing education purposes. From basic to expert level. OUTLINES ARE AVAILABLE UPON REQUEST FOR FREE (JUST CONTACT US). ALSO, THERE IS THE POSSIBILITY TO INCLUDE A TEST ON THE LAST DAY. The offering encompasses especially:
  

• • Developing winning Bank and Asset Management strategies
•  
  • International Wealth Management
•  
  • Risk Management and Risk Control: Financial Risk Management & Operational Risk. Financial Risk Management is one of our most delivered courses!
•  
  • Focus on Internal Control System
•  
  • Focus on Risk Modeling
    
•  
  • Focus on Liquidity Risk (including the Liquidity Coverage Ratio)

• • Governance, Risk & Compliance (GRC) perspective
    
•  
  • Audit - especially Internal Audit from a different perspective
    
•  
  • IFRS 9 and Credit Risk Models - including proprietary research

• • Derivatives & Structured Products - currently delivered at Universities - including sub-topics such as Equity derivatives and Credit derivatives
    
•  
  • (Business) Ethics - very extensively
    
•  
  • ESG/SRI/SI ("future conscious") - also with a clearly differentiated and innovative approach. ESG and Hedge Funds and Managed Futures as well

• • Fraud and AML (Risks): with a focus on fraud prevention
    
•  
  • Finance Calculations - also for the beginners (using the reference calculator and/or a spreadsheet). Can include more complex calculation with option pricing for example
•  
  • Technical Analysis
•  
  • Alternative Investments including Managed Futures
    
•  
  • Portfolio Management (PM) including Quantitative PM

• BtoB exam preparation courses for several key Swiss (specific areas of the AZEK) and global charters/diploma/certificates - in particular the CFA, CAIA and FRM, for all exam levels. Please see also in LinkedIn for more details

OUR 5 KEY ADVANTAGES

1. 1.  Flexible Learning Formats: we understand that every audience is unique. That's why we offer flexible learning formats to cater to your specific needs, whether it's group sessions, in-house training, or personalized tutoring. We even offer intensive training options that allow you to pursue two certifications simultaneously, maximizing the benefits of synergies
   2. Proven Teaching Excellence: our trainer boasts an extensive track record of teaching experience, both in group settings and one-on-one with professionals in the Banking and Finance industry since 2009. Our courses aren't just theoretical; they are practical, offering real-world insights and applications. Don't just take our word for it – check out our references on LinkedIn
   3. Adaptability for All Backgrounds: we welcome individuals from diverse backgrounds, including those who need to build their financial knowledge from scratch. Our trainer can tailor their approach to meet your unique needs, ensuring that you receive the support required to excel
   4. Client-Centric Service: your convenience is our priority. We offer services that align with your schedule and preferences. Our trainer is dedicated to providing you with reliable and timely support
   5. Certified Expertise: our trainer holds multiple global certifications in Finance, including specialized ones such as the CFA's Certificate in ESG Investing and the ERP (at its first edition). This ensures that you receive instruction from a qualified expert who stays up-to-date with industry standards

Please see also the "ABOUT US" page and don't hesitate to contact us with the "CONTACT US" page