| 09.12.2021 | IFZ Fachkurs Vermögensverwalter Modul 5 "Nachfolgereglung, Mergers & Asset Sale"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 13.12.2021 | Formulaire d'autorisation FINMA - Do's and Don'tsAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 13.12.2021 | Valuation of a Startup - everything you should knowCFA Society Switzerland | Details |
| 14.12.2021 | ESG Investing and Fintech: How innovative technology supports sustainable investingCFA Society Switzerland | Details |
| 14.12.2021 | RevisorenseminarVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 15.12.2021 | Impatto del Fintech nel Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 17.12.2021 | FINSA trainingARIF | Details |
| 13.01.2022 | IFZ Fachkurs Vermögensverwalter Modul 6 "Cross-Border & Tax Management"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 21.01.2022 | Risk Management PracticesUniversität Zürich | Details |
| 26.01.2022 | Risk governance e gestione dei rischi operativi nelle società di gestioneFondazione Centro Studi Villa Negroni | Details |
| 27.01.2022 | IFZ Fachkurs Vermögensverwalter Modul 7 "Digitalisierung: Sourcing & Technologie"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 02.02.2022 | Sustainable Finance for Wealth ManagersCenter for Sustainable Finance and Private Wealth, University of Zurich | Details |
| 02.02.2022 | Tout savoir sur le private equity SECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 03.02.2022 | Sustainable Investing in Wealth ManagementUniversität Zürich | Details |
| 09.02.2022 | Gestione dei rischi climatici e ambientali in ambito bancario e nella gestione patrimonialeFondazione Centro Studi Villa Negroni | Details |
| 17.02.2022 | IFZ Fachkurs Vermögensverwalter Modul 8 "Rechtsprechung und Versicherungen: Erfahrungen aus der Praxis"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 03.03.2022 | GwG-Sorgfaltspflichten für VermögensverwalterEquilas AG | Details |
| 03.03.2022 | IFZ Fachkurs Vermögensverwalter Modul 9 "Strategische Optionen"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 07.03.2022 | Finance ComportementaleSafe Hands GmbH | Details |
| 08.03.2022 | FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| 12.03.2022 | CORPORATE FINANCEUSI EMBA | Details |
| 14.03.2022 | St. Galler Nachfolgeseminar für ServiceproviderSchweizerisches Institut für KMU und Unternehmertum (KMU-HSG) | Details |
| 17.03.2022 | IFZ Fachkurs Vermögensverwalter Modul 10 "Strategische Positionierung, Branding & Kommunikation und Entwicklungen von FIDLEG/FINIG in der realen Welt"Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 22.03.2022 | Valorisation des entreprisesSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 01.04.2022 | Emerging Market FinanceUniversität Zürich | Details |
| 04.04.2022 | St. Galler Family (Business) Governance Seminar für Service ProviderSchweizerisches Institut für KMU und Unternehmertum (KMU-HSG) | Details |
| 05.04.2022 | GwG-Sorgfaltspflichten und FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| 11.05.2022 | Fit for sustainable financeFondazione Centro Studi Villa Negroni | Details |
| 11.05.2022 | Gestion du risque pour gérants de fortuneSafe Hands GmbH | Details |
| 16.05.2022 | CORPORATE ENTREPRENEURSHIP - focus Digital Transformation & SustainabilityUSI EMBA | Details |
| 16.05.2022 | Lever un fonds de private equity : théorie et pratiqueSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 19.05.2022 | Compliance UpdateEquilas AG | Details |
| 11.06.2022 | DIGITAL TRANSFORMATION - STRATEGYUSI EMBA | Details |
| 01.08.2022 | Behavioral FinanceUniversität Zürich | Details |
| 06.09.2022 | GwG-Sorgfaltspflichten für VermögensverwalterEquilas AG | Details |
| 15.09.2022 | FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| 20.09.2022 | GwG-Sorgfaltspflichten und FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| 01.10.2022 | Angewandte MakroökonomieUniversität Zürich | Details |
| 15.11.2022 | Compliance UpdateEquilas AG | Details |
| 24.11.2022 | GwG-Sorgfaltspflichten und FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| AML regulatory changes - 2020VisionCompliance SA | Details |
| Article 305bis du Code pénal suisseVisionCompliance SA | Details |
| International sanctions and embargosVisionCompliance SA | Details |
| Le cadre international de la lutte contre le blanchiment d'argentVisionCompliance SA | Details |
| Les abus de marchéVisionCompliance SA | Details |
| Les changements réglementaires en matière de LBA - 2020VisionCompliance SA | Details |
| Les règles de comportement LSFinVisionCompliance SA | Details |
| Les risques liés aux activités transfrontèresVisionCompliance SA | Details |
| Market abuseVisionCompliance SA | Details |
| Risks related to cross-border activitiesVisionCompliance SA | Details |
| Sanctions internationales et embargosVisionCompliance SA | Details |
| The international framework for combating money launderingVisionCompliance SA | Details |
| eInvestmentsUniversität Zürich | Details |
| Regulatorische änderungen des GwG - 2020VisionCompliance SA | Details |
| The FinSA rules of conduct VisionCompliance SA | Details |
| F14 - Grundlagen Güter- und ErbrechtMendo AG | Details |
| G03 - EntrepreneurberatungMendo AG | Details |
| Cross-Border AusbildungVerband Schweizerischer Vermögensverwalter | VSV | Details |
| Formation transfrontalière (cross-border)Association Suisse des Gestionnaires de fortune | ASG | Details |
| Formazione cross-borderAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| Maîtrise des marchés financiers/Approches novatrices en finance (module 4)Université de Genève - GFRI | Details |
| Maîtrise des marchés financiers/Gestion de portefeuille (module 3)Université de Genève - GFRI | Details |
| eFundamentals of DerivativesUniversität Zürich | Details |
| eFundamentals of Corporate FinanceUniversität Zürich | Details |
| Article 305bis of the Swiss Penal CodeVisionCompliance SA | Details |
| CDB 20VisionCompliance SA | Details |
| Die FIDLEG-VerhaltensregelnVisionCompliance SA | Details |
| FATCA regimeVisionCompliance SA | Details |
| Grenzüberschreitende RisikenVisionCompliance SA | Details |
| Know Your Customer (KYC)VisionCompliance SA | Details |
| Kundenwissen (KYC)VisionCompliance SA | Details |
| La connaissance du client (KYC)VisionCompliance SA | Details |
| Le régime FATCAVisionCompliance SA | Details |
| MarktmissbrauchVisionCompliance SA | Details |
| Common Reporting Standards (CRS)VisionCompliance SA | Details |
| La lutte contre le blanchiment d'argent (Niveau 2)VisionCompliance SA | Details |
| L'échange automatique de renseignements (CRS)VisionCompliance SA | Details |
| L'obligation de communication au MROSVisionCompliance SA | Details |
| The fight against money laundering (Level 2)VisionCompliance SA | Details |
| FIDLEG: Grundlagen und Execution OnlyEquilas AG | Details |
| FIDLEG: Transaktionsbezogene AnlageberatungEquilas AG | Details |
| FIDLEG: Umfassende AnlageberatungEquilas AG | Details |
| FIDLEG: VermögensverwaltungEquilas AG | Details |
| GwG und Sorgfaltspflichten für unabhängige VermögensverwalterEquilas AG | Details |
| Nachhaltige Anlagen / Sustainable Investingfineo eLearning GmbH | Details |
| Vorsorge / Vermögensplanung Internationalfineo eLearning GmbH | Details |
| Regulierung im Bereich Fintech und Kryptowährungen (Webinar)SIX | Details |
| Fit for FinSAFintelligence AG | Details |
| Fit for LSFinFintelligence AG | Details |
| Blockchain und Bitcoinfineo eLearning GmbH | Details |
| Derivative Master Class SIX | Details |
| e-Learning Modul «AIA / FATCA»Equilas AG | Details |
| e-Learning Modul «Qualified Intermediary (QI)»Equilas AG | Details |
| Fit for LSerFiFintelligence AG | Details |
| Course for entities - Financial Service Act AdvancedBRP Bizzozero & Partners SA | Details |
| Course for individuals - Financial Service Act AdvancedBRP Bizzozero & Partners SA | Details |
| International SanctionsBRP Bizzozero & Partners SA | Details |
| Die Bekämpfung der Geldwäscherei - Stufe 2VisionCompliance SA | Details |
| La protection des donnéesVisionCompliance SA | Details |
| Beneficial ownership and CDB formsVisionCompliance SA | Details |
| Data protectionVisionCompliance SA | Details |
| L'ayant droit économique et les formulaires CDBVisionCompliance SA | Details |
| Développement durable dans le secteur bancaireFintelligence AG | Details |
| Nachhaltigkeit im BankingFintelligence AG | Details |
| Sustainability in BankingFintelligence AG | Details |
| Digitalisation dans le secteur bancaire et fintechFintelligence AG | Details |
| Digitalisation in Banking and FintechFintelligence AG | Details |
| Digitalisierung im Bankwesen und FintechFintelligence AG | Details |
| Cayman Islands Crossborder Certification VisionCompliance SA | Details |
| China Crossborder CertificationVisionCompliance SA | Details |
| Cyprus Crossborder Certification VisionCompliance SA | Details |
| Czech Republic Crossborder CertificationVisionCompliance SA | Details |
| Dubai Crossborder Certification VisionCompliance SA | Details |
| Hong Kong Crossborder CertificationVisionCompliance SA | Details |
| Hungary Crossborder CertificationVisionCompliance SA | Details |
| Japan Crossborder CertificationVisionCompliance SA | Details |
| Kasakhstan Crossborder CertificationVisionCompliance SA | Details |
| Kenya Crossborder CertificationVisionCompliance SA | Details |
| Kuwait Crossborder CertificationVisionCompliance SA | Details |
| Luxembourg Crossborder CertificationVisionCompliance SA | Details |
| Malta Crossborder CertificationVisionCompliance SA | Details |
| Mauritius Crossborder Certification VisionCompliance SA | Details |
| Oman Crossborder CertificationVisionCompliance SA | Details |
| Saudi Arabia Crossborder CertificationVisionCompliance SA | Details |
| Singapore Crossborder certificationVisionCompliance SA | Details |
| Turkey Crossborder CertificationVisionCompliance SA | Details |
| Behavioral Finance & Its ApplicationCFA Society Switzerland | Details |
| Credit and Private Debt LandscapeCFA Society Switzerland | Details |
| Drivers of Equity ValuationCFA Society Switzerland | Details |
| Dynamic Currency Management: Yes Alpha, No BetaCFA Society Switzerland | Details |
| Equity Valuation ModelsCFA Society Switzerland | Details |
| ESG Investing Primer, An Introduction to ESG InvestingCFA Society Switzerland | Details |
| Global Private Wealth ManagementCFA Society Switzerland | Details |
| Investment Risk ManagementCFA Society Switzerland | Details |
| Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global PortfoliosCFA Society Switzerland | Details |
| The Development of Digital Assets and Their Implications for Portfolio ConstructionCFA Society Switzerland | Details |
| Four Myths or Popular Delusions in the Investment IndustryCFA Society Switzerland | Details |
| Incorporating Alternative Data Into the Investment ProcessCFA Society Switzerland | Details |
| Is Winter Coming Again? Low Expected Returns EverywhereCFA Society Switzerland | Details |
| The Wisdom of Finance: Discovering Humanity in the World of Risk and ReturnCFA Society Switzerland | Details |
| 1331-FIDLEG Kompakt - Kenntnisnachweis VerhaltensregelnMendo AG | Details |
| Adéquation des investissements et caractère approprié selon la MiFID IIFintelligence AG | Details |
| Alternative AnlagenFintelligence AG | Details |
| Alternative InvestmentsFintelligence AG | Details |
| AnlagefondsFintelligence AG | Details |
| Codice interno di condottaFintelligence AG | Details |
| Codice interno di condotta & Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| Data security and confidentialityFintelligence AG | Details |
| Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Derivate II & Strukturierte Produkte IIFintelligence AG | Details |
| Derivate I & Strukturierte Produkte IFintelligence AG | Details |
| Derivate – Optionen, Optionspreis und Wert der OptionFintelligence AG | Details |
| Derivate – Optionskennzahlen, Optionsstrategien und exotische OptionenFintelligence AG | Details |
| Derivati II & Prodotti strutturati IIFintelligence AG | Details |
| Derivati – Indicatori dell'opzione, strategie per le opzioni e opzioni esoticheFintelligence AG | Details |
| Derivati I & Prodotti strutturati IFintelligence AG | Details |
| Derivati – Opzioni, prezzo e valore dell'opzioneFintelligence AG | Details |
| Derivatives II & Structured products IIFintelligence AG | Details |
| Derivatives I & Structured products IFintelligence AG | Details |
| Derivatives – Option indicators, option strategies I, option strategies II and exotic optionsFintelligence AG | Details |
| Derivatives – Options, components of the option price and value of the optionFintelligence AG | Details |
| Devisen, Edelmetalle, Rohstoffe, ImmobilienFintelligence AG | Details |
| Devises, métaux précieux, matières premières, immobiliersFintelligence AG | Details |
| Devises, métaux précieux, matières premières, immobiliers & Placements alternatifsFintelligence AG | Details |
| Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral FinanceFintelligence AG | Details |
| Fondi di investimentoFintelligence AG | Details |
| Fondi di investimento & Gestione del portafoglioFintelligence AG | Details |
| Fonds de placementFintelligence AG | Details |
| Fonds de placement & Gestion de portefeuilleFintelligence AG | Details |
| Foreign exchange, Precious metals, Commodities, Real estateFintelligence AG | Details |
| Foreign exchange, Precious metals, Commodities, Real estate & Alternative investmentsFintelligence AG | Details |
| Gestion de portefeuilleFintelligence AG | Details |
| Gestione del portafoglioFintelligence AG | Details |
| Gestione patrimoniale, consulenza di investimento, planificazione finanziaria orientate al ciclo di vita e finanza comportamentaleFintelligence AG | Details |
| ImposteFintelligence AG | Details |
| ImpôtsFintelligence AG | Details |
| Internal codes of conductFintelligence AG | Details |
| Internal codes of conduct & Data security and confidentialityFintelligence AG | Details |
| Interne VerhaltensregelnFintelligence AG | Details |
| Interne Verhaltensregeln & Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Investimenti alternativiFintelligence AG | Details |
| Investment fundsFintelligence AG | Details |
| Investment funds & Portfolio ManagementFintelligence AG | Details |
| Investment Suitability & Appropriateness ai sensi della direttiva MiFID IIFintelligence AG | Details |
| Investment Suitability & Appropriateness under MiFID IIFintelligence AG | Details |
| Investment Suitability & Appropriateness unter MiFID IIFintelligence AG | Details |
| Mandats discrétionnaires, consultatifs, planification financière basée sur le cycle de vie et finance comportementaleFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobiliFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobili & Investimenti alternativiFintelligence AG | Details |
| Placements alternatifsFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Prodotti strutturati – Caratteristiche, categorie e rischiFintelligence AG | Details |
| Prodotti strutturati – Prodotti per la protezione del capitale, a rendimenti ottimizzati, a partecipazione e a effetto levaFintelligence AG | Details |
| Produits dérivés II & Produits structurés IIFintelligence AG | Details |
| Produits dérivés – Indices d'options, stratégies d'options et options exotiquesFintelligence AG | Details |
| Produits dérivés I & Produits structures IFintelligence AG | Details |
| Produits dérivés – Options, prix et valeur d'optionFintelligence AG | Details |
| Produits structurés – Caractéristiques, catégories et risquesFintelligence AG | Details |
| Produits structurés – Produits de protection du capital, d’optimisation de la performance, de participation et à effet de levierFintelligence AG | Details |
| Règles de conduite internesFintelligence AG | Details |
| Règles de conduite internes & Sécurité des données et confidentialitéFintelligence AG | Details |
| Sécurité des données et confidentialitéFintelligence AG | Details |
| Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| SteuernFintelligence AG | Details |
| Structured products – Capital protection, Yield optimization, participation and leverage productsFintelligence AG | Details |
| Structured products – Structure, features, product categories and risksFintelligence AG | Details |
| Strukturierte Produkte – Kapitalschutz-, Renditeoptimierungs-, Partizipations- und Hebel-ProdukteFintelligence AG | Details |
| Strukturierte Produkte – Merkmale, Kategorien und RisikenFintelligence AG | Details |
| TaxesFintelligence AG | Details |
| Vermögensverwaltung, Anlageberatung, lebenszyklusorientierte Finanzplanung und Behavioral FinanceFintelligence AG | Details |
| Market AbuseBRP Bizzozero & Partners SA | Details |
| ESGBRP Bizzozero & Partners SA | Details |
