| 20.04.2021 | Formation de base ASG | Code de conduite et LBAAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 23.04.2021 | Spécialiste Compliance & Risk : Fintech et DLTVisionCompliance SA | Details |
| 26.04.2021 | Fiscalité de la clientèle étrangèreISFB - Institut Supérieur de Formation Bancaire | Details |
| 26.04.2021 | Introduzione alla fiscalità finanziaria svizzeraFondazione Centro Studi Villa Negroni | Details |
| 27.04.2021 | Convention d'actionnairesSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 27.04.2021 | Introduzione alla fiscalità del sistema previdenziale svizzeroFondazione Centro Studi Villa Negroni | Details |
| 28.04.2021 | Contrôles internes et documentation des obligations LSFINACADEMY & FINANCE SA | Details |
| 29.04.2021 | Régimes matrimoniaux et successorauxISFB - Institut Supérieur de Formation Bancaire | Details |
| 03.05.2021 | Ingénierie patrimoniale pour la clientèle privéeISFB - Institut Supérieur de Formation Bancaire | Details |
| 05.05.2021 | FIDLEG: certificazione per fornitori di servizi finanziariFondazione Centro Studi Villa Negroni | Details |
| 05.05.2021 | Gestion des risques dans l'investissementISFB - Institut Supérieur de Formation Bancaire | Details |
| 05.05.2021 | Il mercato del wealth managementFondazione Centro Studi Villa Negroni | Details |
| 05.05.2021 | Principi di assoggettamento fiscaleFondazione Centro Studi Villa Negroni | Details |
| 06.05.2021 | ESG pour les conseillers à la clientèle ESG-CAAZEK AG | Details |
| 06.05.2021 | La levée de fonds (fund raising)SECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 08.05.2021 | Panoramica regolamentare europeaCentro competenze tributarie, SUPSI | Details |
| 10.05.2021 | Fiscalité - Planification fiscale ISFB - Institut Supérieur de Formation Bancaire | Details |
| 10.05.2021 | Structured Products BasicUniversität Zürich | Details |
| 19.05.2021 | Argomentare e negoziare nel Wealth Management Fondazione Centro Studi Villa Negroni | Details |
| 20.05.2021 | Investing in crypto assets: the institutional investor approach (analytical tools, strategies)ACADEMY & FINANCE SA | Details |
| 21.05.2021 | Ateliers Pratique, Nouvelle réglementation des services financiers dans l’UE- Impact pour les gestionnaires suissesFund Academy AG | Details |
| 22.05.2021 | Riciclaggio e obblighi di segnalazioneCentro competenze tributarie, SUPSI | Details |
| 26.05.2021 | Know the FUNDamentals, BasicFund Academy AG | Details |
| 26.05.2021 | Wealth management: identificazione delle esigenze finanziarie e profilatura del clienteFondazione Centro Studi Villa Negroni | Details |
| 27.05.2021 | Bankprodukte im Visier des FiskusIfFP Institut für Finanzplanung | Details |
| 27.05.2021 | Compliance UpdateEquilas AG | Details |
| 01.06.2021 | Seminar Pflichtwandelanleihen (Contingent Convertibles)Hochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 03.06.2021 | Private equity pour le middle & back officeSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 04.06.2021 | Zyklus zu Nachhaltigkeitsanlagen / ESG, Seminar 1: Fondsauswahl nach ESG-KriterienIfFP Institut für Finanzplanung | Details |
| 05.06.2021 | Casi pratici: come gestisco l’apertura di un procedimento penale a carico di un cliente dal punto di vista della banca o dell’istituto finanziario?Centro competenze tributarie, SUPSI | Details |
| 07.06.2021 | Vermögensplanung Schweiz (Webinar)SIX | Details |
| 15.06.2021 | Seminar Digital Branding für FinanzdienstleisterHochschule Luzern – Wirtschaft, Institut für Finanzdienstleistungen Zug IFZ | Details |
| 15.06.2021 | Umsetzung der neuen Pflichten nach FINIG und FIDLEG Equilas AG | Details |
| 15.06.2021 | Zyklus zu Nachhaltigkeitsanlagen / ESG, Seminar 2: ESG – das regulatorische UmfeldIfFP Institut für Finanzplanung | Details |
| 16.06.2021 | Investimenti sostenibili e impact investing nel wealth managementFondazione Centro Studi Villa Negroni | Details |
| 24.06.2021 | Croissance externe des gestionnaires de fortune : comment optimiser les modalités financières et fiscalesACADEMY & FINANCE SA | Details |
| 24.06.2021 | FinTech, Blockchain und Digital Assets (Webinar)SIX | Details |
| 24.06.2021 | Implementation of the new obligations under FinIA and FinSA Equilas AG | Details |
| 02.07.2021 | Zyklus zu Nachhaltigkeitsanlagen / ESG, Seminar 3: Beratung sozial und ökologisch orientierter KundenIfFP Institut für Finanzplanung | Details |
| 02.08.2021 | Behavioral FinanceUniversität Zürich | Details |
| 24.08.2021 | Innovation in Finance | www.finovation.chUniversität St.Gallen | Details |
| 01.09.2021 | Opzioni e prodotti strutturati nella gestione patrimonialeFondazione Centro Studi Villa Negroni | Details |
| 15.09.2021 | Sustainability & Finance - IntroductionUniversität Zürich | Details |
| 15.09.2021 | Wealth management: implementazione del portafoglioFondazione Centro Studi Villa Negroni | Details |
| 16.09.2021 | Sustainability in Banking and InsuranceUniversität Zürich | Details |
| 16.09.2021 | Umsetzung der neuen Pflichten nach FINIG und FIDLEG Equilas AG | Details |
| 29.09.2021 | Investimenti in fondi alternativi e private equity in un’ottica di portafoglioFondazione Centro Studi Villa Negroni | Details |
| 04.10.2021 | Angewandte MakroökonomieUniversität Zürich | Details |
| 13.10.2021 | Real estate wealth managementFondazione Centro Studi Villa Negroni | Details |
| 16.10.2021 | BUSINESS ANALYTICSUSI EMBA | Details |
| 21.10.2021 | Basiskurs: Geldwäschereibekämpfung und Sorgfaltspflichten nach GwG, GwV-FINMA und VSBEquilas AG | Details |
| 27.10.2021 | Consulenza olistica a UHNWI nel wealth managementFondazione Centro Studi Villa Negroni | Details |
| 05.11.2021 | Lohnt sich die Immobilien-AG?IfFP Institut für Finanzplanung | Details |
| 10.11.2021 | Banque dépositaire et gestionnaire de fortune / conseiller en placement : quelles nouvelles relations dans le cadre LEFin/LSFin ?ACADEMY & FINANCE SA | Details |
| 17.11.2021 | Compliance UpdateEquilas AG | Details |
| 23.11.2021 | Weiterbildungskurs: Geldwäschereibekämpfung und Sorgfaltspflichten nach GwG, GwV-FINMA und VSBEquilas AG | Details |
| 01.12.2021 | Advanced Seminar: Anti-Money Laundering and Duty of Due Diligence pursuant to AMLA, AM-LO-FINMA and CDBEquilas AG | Details |
| 15.12.2021 | Impatto del Fintech nel Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 21.01.2022 | Risk Management PracticesUniversität Zürich | Details |
| 12.03.2022 | CORPORATE FINANCEUSI EMBA | Details |
| 14.03.2022 | St. Galler Nachfolgeseminar für ServiceproviderSchweizerisches Institut für Klein- und Mittelunternehmen (KMU-HSG) | Details |
| 01.04.2022 | Emerging Market FinanceUniversität Zürich | Details |
| 16.05.2022 | CORPORATE ENTREPRENEURSHIP - focus Digital Transformation & SustainabilityUSI EMBA | Details |
| 11.06.2022 | DIGITAL TRANSFORMATION - STRATEGYUSI EMBA | Details |
| 01.08.2022 | Behavioral FinanceUniversität Zürich | Details |
| 01.10.2022 | Angewandte MakroökonomieUniversität Zürich | 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 |
| Codice interno di condotta & Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| Derivate II & Strukturierte Produkte IIFintelligence AG | Details |
| Derivate I & Strukturierte Produkte IFintelligence AG | Details |
| Derivati II & Prodotti strutturati IIFintelligence AG | Details |
| Derivati I & Prodotti strutturati IFintelligence AG | Details |
| Derivatives II & Structured products IIFintelligence AG | Details |
| Derivatives I & Structured products IFintelligence 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 |
| Fondi di investimento & Gestione del portafoglioFintelligence 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 |
| ImposteFintelligence AG | Details |
| ImpôtsFintelligence AG | Details |
| Internal codes of conduct & Data security and confidentialityFintelligence AG | Details |
| Interne Verhaltensregeln & Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Investment funds & Portfolio ManagementFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobili & Investimenti alternativiFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Produits dérivés I & Produits structures IFintelligence AG | Details |
| Règles de conduite internes & Sécurité des données et confidentialitéFintelligence AG | Details |
| SteuernFintelligence AG | Details |
| TaxesFintelligence AG | Details |
| Regulatorische änderungen des GwG - 2020VisionCompliance SA | Details |
| The FinSA rules of conduct VisionCompliance SA | Details |
| Alternative AnlagenFintelligence AG | Details |
| Alternative InvestmentsFintelligence AG | Details |
| AnlagefondsFintelligence AG | Details |
| Codice interno di condottaFintelligence AG | Details |
| Data security and confidentialityFintelligence AG | Details |
| Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Derivate – Optionen, Optionspreis und Wert der OptionFintelligence AG | Details |
| Derivate – Optionskennzahlen, Optionsstrategien und exotische OptionenFintelligence AG | Details |
| Derivati – Indicatori dell'opzione, strategie per le opzioni e opzioni esoticheFintelligence AG | Details |
| Derivati – Opzioni, prezzo e valore dell'opzioneFintelligence 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 |
| Fondi di investimentoFintelligence AG | Details |
| Fonds de placementFintelligence AG | Details |
| Internal codes of conductFintelligence AG | Details |
| Interne VerhaltensregelnFintelligence AG | Details |
| Investimenti alternativiFintelligence AG | Details |
| Investment fundsFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobiliFintelligence AG | Details |
| Placements alternatifsFintelligence AG | Details |
| Prodotti strutturati – Caratteristiche, categorie e rischiFintelligence AG | Details |
| Produits dérivés II & Produits structurés IIFintelligence AG | Details |
| Produits dérivés – Options, prix et valeur d'optionFintelligence AG | Details |
| Produits structurés – Caractéristiques, catégories et risquesFintelligence AG | Details |
| Règles de conduite internesFintelligence AG | Details |
| Sécurité des données et confidentialitéFintelligence AG | Details |
| Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| Structured products – Structure, features, product categories and risksFintelligence AG | Details |
| Strukturierte Produkte – Merkmale, Kategorien und RisikenFintelligence AG | Details |
| Adéquation des investissements et caractère approprié selon la MiFID IIFintelligence 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 |
| Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral FinanceFintelligence AG | Details |
| Gestione patrimoniale, consulenza di investimento, planificazione finanziaria orientate al ciclo di vita e finanza comportamentaleFintelligence AG | Details |
| Mandats discrétionnaires, consultatifs, planification financière basée sur le cycle de vie et finance comportementaleFintelligence AG | Details |
| Prodotti strutturati – Prodotti per la protezione del capitale, a rendimenti ottimizzati, a partecipazione e a effetto levaFintelligence AG | Details |
| Produits dérivés – Indices d'options, stratégies d'options et options exotiquesFintelligence AG | Details |
| Produits structurés – Produits de protection du capital, d’optimisation de la performance, de participation et à effet de levierFintelligence AG | Details |
| Structured products – Capital protection, Yield optimization, participation and leverage productsFintelligence AG | Details |
| Strukturierte Produkte – Kapitalschutz-, Renditeoptimierungs-, Partizipations- und Hebel-ProdukteFintelligence AG | Details |
| Vermögensverwaltung, Anlageberatung, lebenszyklusorientierte Finanzplanung und Behavioral FinanceFintelligence AG | Details |
| Cross-border Foundation CourseBRP Bizzozero & Partners SA | Details |
| Market AbuseBRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 1BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 10BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 2BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 3BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 4BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 5BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 6BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 7BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 8BRP Bizzozero & Partners SA | Details |
| Blanchiment d'argent – CDB 20 et OBA-FINMA 20 – AML 9BRP Bizzozero & Partners SA | Details |
| Cross-border - Country Specific Course and Test - 145 paysBRP Bizzozero & Partners SA | Details |
| Fit for FIDLEGFintelligence AG | 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 |
